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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 | $11,322 | $106,864-89.4% | $147,318-92.3% | $82,637-86.3% |
| Participation rate | 23.5% | 75.5%-52.0pp | 82.1%-58.5pp | 68.1%-44.5pp |
| Annual return | 23.76% | 27.49%-3.7pp | 70.43%-46.7pp | 53.51%-29.7pp |
| Employer contribution / active EE | $931 | $3,417-72.8% | $4,593-79.7% | $2,552-63.5% |
| Participant deferral / active EE | $1,082 | $6,496-83.3% | $7,906-86.3% | $4,126-73.8% |
| Admin fee / account holder | $2,167 | $8,415-74.3% | $13,708-84.2% | $7,339-70.5% |