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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 | $124,425-95.3% | $112,040-94.7% | $137,256-95.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 28.30% | 24.72%+3.6pp | 24.52%+3.8pp | 220.34%-192.0pp |
| Employer contribution / active EE | $1,132 | $3,411-66.8% | $2,954-61.7% | $4,156-72.8% |
| Participant deferral / active EE | $1,803 | $5,718-68.5% | $5,098-64.6% | $6,407-71.9% |
| Admin fee / account holder | $343 | $15,207-97.7% | $12,098-97.2% | $12,270-97.2% |