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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 | $10,574 | $81,487-87.0% | $102,412-89.7% | $80,935-86.9% |
| Participation rate | 34.0% | 66.8%-32.8pp | 74.5%-40.5pp | 67.7%-33.6pp |
| Annual return | 17.63% | 25.60%-8.0pp | 24.94%-7.3pp | 35.66%-18.0pp |
| Employer contribution / active EE | $1,048 | $3,103-66.2% | $3,870-72.9% | $2,757-62.0% |
| Participant deferral / active EE | $1,414 | $3,871-63.5% | $5,060-72.0% | $4,299-67.1% |
| Admin fee / account holder | $332 | $6,717-95.1% | $8,388-96.0% | $6,924-95.2% |