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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 | $17,110 | $162,136-89.4% | $152,301-88.8% | $154,746-88.9% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 14.94% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,498 | $4,890-69.4% | $4,624-67.6% | $4,379-65.8% |
| Participant deferral / active EE | $2,198 | $8,341-73.7% | $8,004-72.5% | $6,730-67.3% |
| Admin fee / account holder | $1,784 | $15,759-88.7% | $14,398-87.6% | $14,365-87.6% |