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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 | $10,078 | $154,228-93.5% | $145,433-93.1% | $137,256-92.7% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 20.89% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,124 | $4,804-55.8% | $4,554-53.4% | $4,156-48.9% |
| Participant deferral / active EE | $109 | $8,216-98.7% | $7,897-98.6% | $6,407-98.3% |
| Admin fee / account holder | $3,403 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |