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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 | $19,107 | $201,372-90.5% | $184,260-89.6% | $145,884-86.9% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 18.71% | 29.04%-10.3pp | 28.84%-10.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $1,540 | $7,024-78.1% | $6,427-76.0% | $4,662-67.0% |
| Participant deferral / active EE | $3,102 | $9,808-68.4% | $9,133-66.0% | $6,690-53.6% |
| Admin fee / account holder | $1,283 | $16,362-92.2% | $13,898-90.8% | $13,392-90.4% |