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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 | $9,745 | $183,592-94.7% | $155,574-93.7% | $145,877-93.3% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 65.39% | 61.37%+4.0pp | 64.87%+0.5pp | 551.28%-485.9pp |
| Employer contribution / active EE | $1,227 | $5,317-76.9% | $4,676-73.8% | $4,663-73.7% |
| Participant deferral / active EE | $1,685 | $6,466-73.9% | $5,629-70.1% | $6,691-74.8% |
| Admin fee / account holder | $5,462 | $19,316-71.7% | $15,914-65.7% | $13,402-59.2% |