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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 | $27,320 | $97,648-72.0% | $121,663-77.5% | $87,485-68.8% |
| Participation rate | 46.2% | 70.5%-24.3pp | 74.5%-28.3pp | 68.9%-22.8pp |
| Annual return | 78.83% | 18.03%+60.8pp | 147.54%-68.7pp | 26.06%+52.8pp |
| Employer contribution / active EE | $1,038 | $2,300-54.9% | $3,020-65.6% | $2,596-60.0% |
| Participant deferral / active EE | $1,625 | $3,923-58.6% | $4,887-66.8% | $4,274-62.0% |
| Admin fee / account holder | $1,015 | $11,100-90.9% | $14,289-92.9% | $7,775-86.9% |