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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 | $7,970 | $86,949-90.8% | $102,460-92.2% | $80,959-90.2% |
| Participation rate | 35.7% | 72.4%-36.7pp | 76.5%-40.8pp | 67.7%-32.0pp |
| Annual return | 12.47% | 18.89%-6.4pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $991 | $2,370-58.2% | $3,025-67.2% | $2,757-64.0% |
| Participant deferral / active EE | $1,245 | $4,121-69.8% | $5,056-75.4% | $4,300-71.1% |
| Admin fee / account holder | $1,658 | $8,048-79.4% | $9,460-82.5% | $6,925-76.1% |