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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 | $2,730 | $95,664-97.1% | $76,902-96.5% | $139,487-98.0% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 25.57% | 55.03%-29.5pp | 37.91%-12.3pp | 373.84%-348.3pp |
| Employer contribution / active EE | $770 | $3,147-75.5% | $2,534-69.6% | $4,755-83.8% |
| Participant deferral / active EE | $779 | $4,626-83.2% | $3,833-79.7% | $6,713-88.4% |
| Admin fee / account holder | $794 | $8,311-90.4% | $5,479-85.5% | $11,407-93.0% |