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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 | $9,088 | $209,336-95.7% | $197,124-95.4% | $137,256-93.4% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 34.38% | 48.09%-13.7pp | 44.34%-10.0pp | 220.34%-186.0pp |
| Employer contribution / active EE | $2,225 | $6,591-66.2% | $6,227-64.3% | $4,156-46.5% |
| Participant deferral / active EE | $2,778 | $9,614-71.1% | $9,135-69.6% | $6,407-56.6% |
| Admin fee / account holder | $830 | $17,308-95.2% | $16,298-94.9% | $12,270-93.2% |