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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 | $15,465 | $86,294-82.1% | $111,303-86.1% | $85,856-82.0% |
| Participation rate | 50.7% | 73.3%-22.6pp | 77.3%-26.6pp | 69.3%-18.6pp |
| Annual return | 12.95% | 19.99%-7.0pp | 54.66%-41.7pp | 318.58%-305.6pp |
| Employer contribution / active EE | $1,171 | $2,043-42.7% | $2,731-57.1% | $2,565-54.4% |
| Participant deferral / active EE | $1,454 | $3,641-60.1% | $4,487-67.6% | $3,952-63.2% |
| Admin fee / account holder | $471 | $8,189-94.2% | $7,966-94.1% | $6,261-92.5% |