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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 | $4,981 | $110,137-95.5% | $161,149-96.9% | $82,637-94.0% |
| Participation rate | 65.8% | 72.4%-6.5pp | 78.8%-13.0pp | 68.1%-2.2pp |
| Annual return | 29.96% | 20.69%+9.3pp | 21.16%+8.8pp | 53.51%-23.5pp |
| Employer contribution / active EE | $922 | $2,856-67.7% | $4,360-78.8% | $2,552-63.9% |
| Participant deferral / active EE | $1,602 | $4,575-65.0% | $6,153-74.0% | $4,126-61.2% |
| Admin fee / account holder | $669 | $9,467-92.9% | $15,194-95.6% | $7,339-90.9% |