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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 | $16,925 | $73,532-77.0% | $178,505-90.5% | $74,478-77.3% |
| Participation rate | 22.0% | 66.6%-44.6pp | 77.1%-55.1pp | 67.2%-45.2pp |
| Annual return | 18.13% | 17.49%+0.6pp | 27.16%-9.0pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $590 | $2,221-73.4% | $3,955-85.1% | $2,626-77.5% |
| Participant deferral / active EE | $1,007 | $4,519-77.7% | $6,280-84.0% | $4,350-76.8% |
| Admin fee / account holder | $707 | $1,813-61.0% | $10,428-93.2% | $1,946-63.7% |