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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 | $6,367 | $114,119-94.4% | $107,187-94.1% | $138,895-95.4% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 24.50% | 273.21%-248.7pp | 204.55%-180.0pp | 145.39%-120.9pp |
| Employer contribution / active EE | $912 | $4,059-77.5% | $3,782-75.9% | $4,194-78.3% |
| Participant deferral / active EE | $1,387 | $5,538-75.0% | $5,096-72.8% | $6,396-78.3% |
| Admin fee / account holder | $2,995 | $10,024-70.1% | $9,162-67.3% | $12,562-76.2% |