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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 | $4,693 | $110,212-95.7% | $96,534-95.1% | $139,466-96.6% |
| Participation rate | 38.5% | 78.1%-39.7pp | 76.0%-37.5pp | 80.3%-41.9pp |
| Annual return | 29.63% | 26.42%+3.2pp | 25.88%+3.7pp | 373.66%-344.0pp |
| Employer contribution / active EE | $980 | $3,620-72.9% | $2,965-67.0% | $4,754-79.4% |
| Participant deferral / active EE | $1,012 | $5,547-81.8% | $4,851-79.1% | $6,712-84.9% |
| Admin fee / account holder | $1,202 | $11,599-89.6% | $8,253-85.4% | $11,409-89.5% |