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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 | $11,062 | $104,953-89.5% | $84,637-86.9% | $152,909-92.8% |
| Participation rate | 25.0% | 74.8%-49.8pp | 68.2%-43.2pp | 82.5%-57.5pp |
| Annual return | 14.27% | 373.94%-359.7pp | 258.82%-244.6pp | 345.46%-331.2pp |
| Employer contribution / active EE | $468 | $3,304-85.8% | $2,653-82.4% | $4,764-90.2% |
| Participant deferral / active EE | $488 | $4,691-89.6% | $3,900-87.5% | $5,851-91.7% |
| Admin fee / account holder | $1,773 | $6,244-71.6% | $4,914-63.9% | $11,601-84.7% |