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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 | $5,885 | $126,661-95.4% | $113,397-94.8% | $138,895-95.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 28.30% | 25.05%+3.2pp | 23.20%+5.1pp | 145.39%-117.1pp |
| Employer contribution / active EE | $1,132 | $3,456-67.2% | $2,977-62.0% | $4,194-73.0% |
| Participant deferral / active EE | $1,803 | $5,693-68.3% | $5,076-64.5% | $6,396-71.8% |
| Admin fee / account holder | $343 | $14,549-97.6% | $11,957-97.1% | $12,562-97.3% |