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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 | $7,399 | $115,225-93.6% | $100,712-92.7% | $138,895-94.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 19.30% | 40.35%-21.1pp | 33.27%-14.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $659 | $2,771-76.2% | $2,313-71.5% | $4,194-84.3% |
| Participant deferral / active EE | $1,114 | $4,699-76.3% | $4,085-72.7% | $6,396-82.6% |
| Admin fee / account holder | $1,622 | $10,844-85.0% | $9,256-82.5% | $12,562-87.1% |