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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 | $23,408 | $254,759-90.8% | $216,567-89.2% | $198,609-88.2% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 11.47% | 10.04%+1.4pp | 12.94%-1.5pp | 202.70%-191.2pp |
| Employer contribution / active EE | $1,506 | $6,096-75.3% | $5,216-71.1% | $5,055-70.2% |
| Participant deferral / active EE | $2,207 | $6,948-68.2% | $6,191-64.3% | $6,977-68.4% |
| Admin fee / account holder | $2,724 | $26,311-89.6% | $21,981-87.6% | $19,030-85.7% |