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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 | $25,453 | $86,949-70.7% | $102,460-75.2% | $80,959-68.6% |
| Participation rate | 39.1% | 72.4%-33.3pp | 76.5%-37.4pp | 67.7%-28.6pp |
| Annual return | 11.58% | 18.89%-7.3pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $771 | $2,370-67.5% | $3,025-74.5% | $2,757-72.0% |
| Participant deferral / active EE | $1,272 | $4,121-69.1% | $5,056-74.9% | $4,300-70.4% |
| Admin fee / account holder | $1,738 | $8,048-78.4% | $9,460-81.6% | $6,925-74.9% |