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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 | $6,538 | $146,267-95.5% | $197,124-96.7% | $82,448-92.1% |
| Participation rate | 67.6% | 84.0%-16.4pp | 86.7%-19.1pp | 68.1%-0.5pp |
| Annual return | 18.69% | 29.61%-10.9pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,604 | $7,035-63.0% | $9,135-71.5% | $4,139-37.1% |
| Admin fee / account holder | $601 | $14,422-95.8% | $16,298-96.3% | $7,234-91.7% |