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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 | $67,776-96.6% | $90,312-97.5% | $65,306-96.5% |
| Participation rate | 65.3% | 58.1%+7.2pp | 72.9%-7.5pp | 57.7%+7.7pp |
| Annual return | 79.20% | 16.62%+62.6pp | 18.90%+60.3pp | 21.94%+57.3pp |
| Employer contribution / active EE | $519 | $2,195-76.3% | $2,243-76.8% | $1,967-73.6% |
| Participant deferral / active EE | $958 | $2,641-63.7% | $3,749-74.4% | $2,959-67.6% |
| Admin fee / account holder | $301 | $3,322-90.9% | $8,248-96.3% | $3,480-91.3% |