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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 | $25,536 | $101,798-74.9% | $165,071-84.5% | $80,935-68.4% |
| Participation rate | 46.9% | 71.8%-25.0pp | 78.6%-31.7pp | 67.7%-20.8pp |
| Annual return | 12.37% | 16.73%-4.4pp | 70.17%-57.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $850 | $2,954-71.2% | $4,347-80.4% | $2,757-69.2% |
| Participant deferral / active EE | $1,938 | $4,476-56.7% | $6,035-67.9% | $4,299-54.9% |
| Admin fee / account holder | $2,618 | $8,221-68.2% | $12,695-79.4% | $6,924-62.2% |