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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 | $18,417 | $226,135-91.9% | $182,558-89.9% | $152,909-88.0% |
| Participation rate | 69.6% | 82.5%-12.9pp | 78.0%-8.4pp | 82.5%-12.9pp |
| Annual return | 10.30% | 192.60%-182.3pp | 148.59%-138.3pp | 345.46%-335.2pp |
| Employer contribution / active EE | $1,393 | $4,979-72.0% | $4,076-65.8% | $4,764-70.8% |
| Participant deferral / active EE | $875 | $6,371-86.3% | $5,526-84.2% | $5,851-85.0% |
| Admin fee / account holder | $867 | $10,707-91.9% | $8,594-89.9% | $11,601-92.5% |