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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,228 | $98,776-86.6% | $149,745-91.2% | $79,856-83.4% |
| Participation rate | 67.4% | 75.8%-8.3pp | 82.5%-15.0pp | 69.6%-2.2pp |
| Annual return | 13.08% | 27.38%-14.3pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $726 | $3,217-77.4% | $4,646-84.4% | $2,471-70.6% |
| Participant deferral / active EE | $1,779 | $5,681-68.7% | $6,843-74.0% | $3,741-52.4% |
| Admin fee / account holder | $585 | $6,053-90.3% | $9,312-93.7% | $5,306-89.0% |