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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 | $6,938 | $111,535-93.8% | $105,223-93.4% | $137,256-94.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 29.32% | 237.85%-208.5pp | 180.65%-151.3pp | 220.34%-191.0pp |
| Employer contribution / active EE | $943 | $3,939-76.1% | $3,689-74.4% | $4,156-77.3% |
| Participant deferral / active EE | $1,237 | $5,500-77.5% | $5,072-75.6% | $6,407-80.7% |
| Admin fee / account holder | $378 | $9,721-96.1% | $8,859-95.7% | $12,270-96.9% |