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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 | $4,953 | $110,410-95.5% | $102,437-95.2% | $145,897-96.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.40% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $861 | $4,217-79.6% | $3,871-77.8% | $4,663-81.5% |
| Participant deferral / active EE | $1,126 | $5,622-80.0% | $5,060-77.7% | $6,689-83.2% |
| Admin fee / account holder | $809 | $9,745-91.7% | $8,388-90.4% | $13,390-94.0% |