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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 | $7,681 | $111,535-93.1% | $105,223-92.7% | $137,256-94.4% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 25.87% | 237.85%-212.0pp | 180.65%-154.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,229 | $3,939-68.8% | $3,689-66.7% | $4,156-70.4% |
| Participant deferral / active EE | $1,229 | $5,500-77.7% | $5,072-75.8% | $6,407-80.8% |
| Admin fee / account holder | $1,164 | $9,721-88.0% | $8,859-86.9% | $12,270-90.5% |