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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 | $2,949 | $114,119-97.4% | $107,187-97.2% | $138,895-97.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 40.84% | 273.21%-232.4pp | 204.55%-163.7pp | 145.39%-104.6pp |
| Employer contribution / active EE | $1,288 | $4,059-68.3% | $3,782-65.9% | $4,194-69.3% |
| Participant deferral / active EE | $1,377 | $5,538-75.1% | $5,096-73.0% | $6,396-78.5% |
| Admin fee / account holder | $919 | $10,024-90.8% | $9,162-90.0% | $12,562-92.7% |