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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 | $10,058 | $174,379-94.2% | $152,093-93.4% | $138,895-92.8% |
| Participation rate | 61.5% | 81.6%-20.1pp | 77.8%-16.2pp | 79.9%-18.4pp |
| Annual return | 23.23% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $1,332 | $4,652-71.4% | $4,175-68.1% | $4,194-68.2% |
| Participant deferral / active EE | $1,590 | $6,159-74.2% | $5,451-70.8% | $6,396-75.1% |
| Admin fee / account holder | $883 | $16,880-94.8% | $14,497-93.9% | $12,562-93.0% |