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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 | $9,100 | $84,236-89.2% | $170,435-94.7% | $70,126-87.0% |
| Participation rate | 12.5% | 70.8%-58.3pp | 83.6%-71.1pp | 69.5%-57.0pp |
| Annual return | 22.48% | 23.06%-0.6pp | 205.94%-183.5pp | 73.15%-50.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $325 | $3,086-89.5% | $4,939-93.4% | $3,332-90.3% |
| Admin fee / account holder | $497 | $5,698-91.3% | $13,881-96.4% | $4,645-89.3% |