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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 | $14,107 | $227,291-93.8% | $214,702-93.4% | $155,188-90.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 20.65% | 60.08%-39.4pp | 54.55%-33.9pp | 148.84%-128.2pp |
| Employer contribution / active EE | $2,000 | $6,772-70.5% | $6,461-69.0% | $4,248-52.9% |
| Participant deferral / active EE | $2,333 | $9,582-75.7% | $9,147-74.5% | $6,531-64.3% |
| Admin fee / account holder | $2,312 | $20,413-88.7% | $19,830-88.3% | $14,480-84.0% |