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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 | $7,292 | $201,344-96.4% | $184,243-96.0% | $145,877-95.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 44.54% | 29.01%+15.5pp | 28.82%+15.7pp | 551.28%-506.7pp |
| Employer contribution / active EE | $2,255 | $7,022-67.9% | $6,427-64.9% | $4,663-51.6% |
| Participant deferral / active EE | $2,274 | $9,807-76.8% | $9,132-75.1% | $6,691-66.0% |
| Admin fee / account holder | $1,706 | $16,382-89.6% | $13,914-87.7% | $13,402-87.3% |