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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 | $9,840 | $154,228-93.6% | $145,433-93.2% | $137,256-92.8% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 24.95% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $852 | $4,804-82.3% | $4,554-81.3% | $4,156-79.5% |
| Participant deferral / active EE | $1,210 | $8,216-85.3% | $7,897-84.7% | $6,407-81.1% |
| Admin fee / account holder | $397 | $14,344-97.2% | $13,129-97.0% | $12,270-96.8% |