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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 | $8,031 | $77,460-89.6% | $100,378-92.0% | $80,925-90.1% |
| Participation rate | 37.5% | 76.9%-39.4pp | 81.5%-44.0pp | 67.7%-30.2pp |
| Annual return | 63.67% | 37.24%+26.4pp | 49.41%+14.3pp | 35.65%+28.0pp |
| Employer contribution / active EE | $712 | $2,801-74.6% | $3,942-81.9% | $2,756-74.2% |
| Participant deferral / active EE | $1,333 | $6,818-80.4% | $8,087-83.5% | $4,299-69.0% |
| Admin fee / account holder | $524 | $5,887-91.1% | $7,899-93.4% | $6,940-92.4% |