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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 | $8,586 | $77,472-88.9% | $100,415-91.4% | $80,959-89.4% |
| Participation rate | 19.0% | 76.9%-58.0pp | 81.5%-62.6pp | 67.7%-48.7pp |
| Annual return | 209.35% | 37.26%+172.1pp | 49.47%+159.9pp | 35.67%+173.7pp |
| Employer contribution / active EE | $554 | $2,800-80.2% | $3,943-85.9% | $2,757-79.9% |
| Participant deferral / active EE | $910 | $6,818-86.7% | $8,091-88.8% | $4,300-78.8% |
| Admin fee / account holder | $786 | $5,885-86.6% | $7,906-90.1% | $6,925-88.6% |