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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 | $10,046 | $162,136-93.8% | $152,301-93.4% | $154,746-93.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 12.65% | 91.02%-78.4pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,519 | $4,890-68.9% | $4,624-67.2% | $4,379-65.3% |
| Participant deferral / active EE | $1,139 | $8,341-86.3% | $8,004-85.8% | $6,730-83.1% |
| Admin fee / account holder | $2,119 | $15,759-86.6% | $14,398-85.3% | $14,365-85.2% |