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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 | $11,320 | $97,550-88.4% | $120,344-90.6% | $87,485-87.1% |
| Participation rate | 64.8% | 72.8%-8.0pp | 76.7%-11.9pp | 68.9%-4.1pp |
| Annual return | 61.84% | 18.41%+43.4pp | 20.30%+41.5pp | 26.06%+35.8pp |
| Employer contribution / active EE | $960 | $2,291-58.1% | $3,020-68.2% | $2,596-63.0% |
| Participant deferral / active EE | $1,744 | $4,230-58.8% | $5,135-66.0% | $4,274-59.2% |
| Admin fee / account holder | $533 | $9,543-94.4% | $12,742-95.8% | $7,775-93.1% |