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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 | $24,414 | $84,414-71.1% | $165,100-85.2% | - |
| Participation rate | 46.2% | 69.4%-23.2pp | 78.6%-32.4pp | - |
| Annual return | 25.84% | 13.94%+11.9pp | 70.21%-44.4pp | - |
| Employer contribution / active EE | $1,354 | $2,400-43.6% | $4,348-68.9% | - |
| Participant deferral / active EE | $2,401 | $4,277-43.9% | $6,035-60.2% | - |
| Admin fee / account holder | $2,070 | $4,429-53.3% | $12,696-83.7% | - |