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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 | $17,195 | $223,823-92.3% | $211,142-91.9% | $154,746-88.9% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 19.85% | 50.39%-30.5pp | 46.84%-27.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,500 | $6,787-77.9% | $6,442-76.7% | $4,379-65.8% |
| Participant deferral / active EE | $2,842 | $9,750-70.8% | $9,284-69.4% | $6,730-57.8% |
| Admin fee / account holder | $2,503 | $19,707-87.3% | $19,076-86.9% | $14,365-82.6% |