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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 | $26,203 | $101,763-74.3% | $164,866-84.1% | $80,874-67.6% |
| Participation rate | 48.6% | 71.8%-23.3pp | 78.6%-30.0pp | 67.6%-19.1pp |
| Annual return | 13.39% | 16.73%-3.3pp | 69.97%-56.6pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,249 | $2,954-57.7% | $4,343-71.2% | $2,756-54.7% |
| Participant deferral / active EE | $1,771 | $4,477-60.4% | $6,033-70.6% | $4,297-58.8% |
| Admin fee / account holder | $2,283 | $8,228-72.2% | $12,689-82.0% | $6,935-67.1% |