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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 | $7,333 | $88,360-91.7% | $145,433-95.0% | $67,986-89.2% |
| Participation rate | 33.3% | 65.5%-32.1pp | 82.1%-48.8pp | 57.2%-23.9pp |
| Annual return | 32.43% | 63.15%-30.7pp | 66.58%-34.1pp | 31.67%+0.8pp |
| Employer contribution / active EE | $751 | $3,054-75.4% | $4,554-83.5% | $2,019-62.8% |
| Participant deferral / active EE | $1,363 | $5,932-77.0% | $7,897-82.7% | $3,358-59.4% |
| Admin fee / account holder | $2,841 | $3,313-14.2% | $13,129-78.4% | $3,203-11.3% |