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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 | $18,694 | $95,404-80.4% | $113,397-83.5% | $82,637-77.4% |
| Participation rate | 40.7% | 72.8%-32.2pp | 76.5%-35.8pp | 68.1%-27.4pp |
| Annual return | 25.17% | 19.08%+6.1pp | 23.20%+2.0pp | 53.51%-28.3pp |
| Employer contribution / active EE | $957 | $2,307-58.5% | $2,977-67.9% | $2,552-62.5% |
| Participant deferral / active EE | $1,696 | $4,220-59.8% | $5,076-66.6% | $4,126-58.9% |
| Admin fee / account holder | $1,955 | $9,168-78.7% | $11,957-83.7% | $7,339-73.4% |