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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 | $12,151 | $95,453-87.3% | $112,040-89.2% | $82,448-85.3% |
| Participation rate | 63.8% | 72.8%-8.9pp | 76.5%-12.7pp | 68.1%-4.2pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $757 | $2,318-67.3% | $2,954-74.4% | $2,551-70.3% |
| Participant deferral / active EE | $906 | $4,224-78.5% | $5,098-82.2% | $4,139-78.1% |
| Admin fee / account holder | $1,058 | $9,013-88.3% | $12,098-91.3% | $7,234-85.4% |