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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 | $17,300 | $201,372-91.4% | $184,260-90.6% | $145,884-88.1% |
| Participation rate | 36.4% | 87.5%-51.1pp | 86.8%-50.5pp | 80.3%-43.9pp |
| Annual return | 17.65% | 29.04%-11.4pp | 28.84%-11.2pp | 551.85%-534.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,500 | $9,808-74.5% | $9,133-72.6% | $6,690-62.6% |
| Admin fee / account holder | $560 | $16,362-96.6% | $13,898-96.0% | $13,392-95.8% |