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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 | $8,356 | $154,228-94.6% | $145,433-94.3% | $137,256-93.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 78.55% | 74.59%+4.0pp | 66.58%+12.0pp | 220.34%-141.8pp |
| Employer contribution / active EE | $2,132 | $4,804-55.6% | $4,554-53.2% | $4,156-48.7% |
| Participant deferral / active EE | $2,271 | $8,216-72.4% | $7,897-71.2% | $6,407-64.6% |
| Admin fee / account holder | $1,302 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |