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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 | $20,402 | $185,905-89.0% | $170,057-88.0% | $139,487-85.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.68% | 60.56%-42.9pp | 53.42%-35.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,619 | $7,597-78.7% | $6,790-76.2% | $4,755-66.0% |
| Participant deferral / active EE | $1,560 | $11,627-86.6% | $10,411-85.0% | $6,713-76.8% |
| Admin fee / account holder | $4,000 | $15,397-74.0% | $12,826-68.8% | $11,407-64.9% |