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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 | $8,834 | $71,215-87.6% | $93,696-90.6% | $80,935-89.1% |
| Participation rate | 36.6% | 60.4%-23.8pp | 68.7%-32.1pp | 67.7%-31.1pp |
| Annual return | 15.07% | 11.27%+3.8pp | 133.74%-118.7pp | 35.66%-20.6pp |
| Employer contribution / active EE | $741 | $1,565-52.7% | $2,422-69.4% | $2,757-73.1% |
| Participant deferral / active EE | $1,150 | $4,037-71.5% | $4,417-74.0% | $4,299-73.3% |
| Admin fee / account holder | $468 | $6,958-93.3% | $8,287-94.4% | $6,924-93.2% |