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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 | $9,405 | $126,661-92.6% | $113,397-91.7% | $138,895-93.2% |
| Participation rate | 31.8% | 79.4%-47.6pp | 76.5%-44.7pp | 79.9%-48.1pp |
| Annual return | 48.65% | 25.05%+23.6pp | 23.20%+25.4pp | 145.39%-96.7pp |
| Employer contribution / active EE | $1,401 | $3,456-59.5% | $2,977-52.9% | $4,194-66.6% |
| Participant deferral / active EE | $1,581 | $5,693-72.2% | $5,076-68.9% | $6,396-75.3% |
| Admin fee / account holder | $2,914 | $14,549-80.0% | $11,957-75.6% | $12,562-76.8% |