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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 | $6,443 | $154,228-95.8% | $145,433-95.6% | $137,256-95.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 54.37% | 74.59%-20.2pp | 66.58%-12.2pp | 220.34%-166.0pp |
| Employer contribution / active EE | $2,128 | $4,804-55.7% | $4,554-53.3% | $4,156-48.8% |
| Participant deferral / active EE | $2,237 | $8,216-72.8% | $7,897-71.7% | $6,407-65.1% |
| Admin fee / account holder | $1,508 | $14,344-89.5% | $13,129-88.5% | $12,270-87.7% |