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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 | $10,119 | $223,823-95.5% | $211,142-95.2% | $154,746-93.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 12.86% | 50.39%-37.5pp | 46.84%-34.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $3,636 | $6,787-46.4% | $6,442-43.6% | $4,379-17.0% |
| Participant deferral / active EE | $2,070 | $9,750-78.8% | $9,284-77.7% | $6,730-69.2% |
| Admin fee / account holder | $3,898 | $19,707-80.2% | $19,076-79.6% | $14,365-72.9% |