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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 | $6,765 | $67,602-90.0% | $82,312-91.8% | $70,126-90.4% |
| Participation rate | 55.3% | 72.8%-17.5pp | 76.9%-21.6pp | 69.5%-14.2pp |
| Annual return | 20.29% | 21.57%-1.3pp | 25.88%-5.6pp | 73.15%-52.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $801 | $2,987-73.2% | $3,706-78.4% | $3,332-75.9% |
| Admin fee / account holder | $520 | $4,512-88.5% | $5,608-90.7% | $4,645-88.8% |