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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 | $13,226 | $73,787-82.1% | $98,716-86.6% | $82,448-84.0% |
| Participation rate | 22.6% | 61.4%-38.8pp | 69.3%-46.7pp | 68.1%-45.5pp |
| Annual return | 25.78% | 18.57%+7.2pp | 31.81%-6.0pp | 41.64%-15.9pp |
| Employer contribution / active EE | $921 | $1,511-39.1% | $2,279-59.6% | $2,551-63.9% |
| Participant deferral / active EE | $971 | $3,081-68.5% | $4,048-76.0% | $4,139-76.5% |
| Admin fee / account holder | $1,323 | $6,500-79.6% | $8,703-84.8% | $7,234-81.7% |