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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 | $212,386-93.4% | $199,883-92.9% | $138,895-89.8% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 20.65% | 47.75%-27.1pp | 43.81%-23.2pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,000 | $6,625-69.8% | $6,261-68.1% | $4,194-52.3% |
| Participant deferral / active EE | $2,333 | $9,617-75.7% | $9,138-74.5% | $6,396-63.5% |
| Admin fee / account holder | $2,312 | $18,233-87.3% | $17,268-86.6% | $12,562-81.6% |