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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 | $19,096 | $165,381-88.5% | $149,730-87.2% | $158,966-88.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 24.45% | 348.29%-323.8pp | 276.70%-252.2pp | 302.95%-278.5pp |
| Employer contribution / active EE | $1,324 | $5,104-74.1% | $4,645-71.5% | $4,762-72.2% |
| Participant deferral / active EE | $1,630 | $7,182-77.3% | $6,843-76.2% | $5,983-72.8% |
| Admin fee / account holder | $2,059 | $10,809-81.0% | $9,310-77.9% | $11,250-81.7% |