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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 | $2,133 | $125,778-98.3% | $114,563-98.1% | $154,746-98.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 20.36% | 295.14%-274.8pp | 241.09%-220.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $387 | $2,806-86.2% | $2,592-85.1% | $4,379-91.2% |
| Participant deferral / active EE | $539 | $4,445-87.9% | $4,142-87.0% | $6,730-92.0% |
| Admin fee / account holder | $816 | $8,190-90.0% | $7,623-89.3% | $14,365-94.3% |