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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 | $4,614 | $124,980-96.3% | $108,359-95.7% | $154,746-97.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 33.19% | 45.00%-11.8pp | 36.89%-3.7pp | 172.34%-139.1pp |
| Employer contribution / active EE | $764 | $2,851-73.2% | $2,399-68.1% | $4,379-82.5% |
| Participant deferral / active EE | $905 | $4,743-80.9% | $4,137-78.1% | $6,730-86.6% |
| Admin fee / account holder | $302 | $11,502-97.4% | $9,741-96.9% | $14,365-97.9% |