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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 | $10,637 | $74,535-85.7% | $100,712-89.4% | $82,637-87.1% |
| Participation rate | 34.0% | 61.2%-27.1pp | 69.3%-35.2pp | 68.1%-34.0pp |
| Annual return | 20.66% | 18.92%+1.7pp | 33.27%-12.6pp | 53.51%-32.8pp |
| Employer contribution / active EE | $419 | $1,503-72.1% | $2,313-81.9% | $2,552-83.6% |
| Participant deferral / active EE | $826 | $3,074-73.1% | $4,085-79.8% | $4,126-80.0% |
| Admin fee / account holder | $5,140 | $6,576-21.8% | $9,256-44.5% | $7,339-30.0% |