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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 | $9,905 | $80,992-87.8% | $96,534-89.7% | $75,173-86.8% |
| Participation rate | 65.5% | 71.8%-6.3pp | 76.0%-10.5pp | 67.2%-1.7pp |
| Annual return | 22.67% | 27.05%-4.4pp | 25.88%-3.2pp | 160.72%-138.1pp |
| Employer contribution / active EE | $1,286 | $2,283-43.7% | $2,965-56.6% | $2,671-51.9% |
| Participant deferral / active EE | $1,569 | $3,929-60.1% | $4,851-67.6% | $4,126-62.0% |
| Admin fee / account holder | $861 | $6,717-87.2% | $8,253-89.6% | $5,651-84.8% |