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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 | $7,334 | $61,356-88.0% | $149,696-95.1% | $71,511-89.7% |
| Participation rate | 14.4% | 62.5%-48.1pp | 78.8%-64.4pp | 67.9%-53.5pp |
| Annual return | 17.81% | 35.86%-18.1pp | 134.46%-116.6pp | 28.86%-11.0pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $588 | $2,920-79.9% | $5,682-89.6% | $4,291-86.3% |
| Admin fee / account holder | $497 | $1,263-60.6% | $13,212-96.2% | $1,588-68.7% |