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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 | $2,300 | $64,734-96.4% | $90,796-97.5% | $64,097-96.4% |
| Participation rate | 65.3% | 53.2%+12.1pp | 69.5%-4.1pp | 55.2%+10.2pp |
| Annual return | 79.20% | 17.77%+61.4pp | 19.29%+59.9pp | 34.64%+44.6pp |
| Employer contribution / active EE | $519 | $1,703-69.5% | $2,294-77.4% | $1,891-72.5% |
| Participant deferral / active EE | $958 | $2,629-63.6% | $3,822-74.9% | $3,080-68.9% |
| Admin fee / account holder | $301 | $3,474-91.3% | $7,024-95.7% | $3,454-91.3% |