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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 | $1,950 | $55,902-96.5% | $76,030-97.4% | $80,959-97.6% |
| Participation rate | 65.1% | 62.1%+3.1pp | 69.1%-3.9pp | 67.7%-2.6pp |
| Annual return | 15.41% | 20.59%-5.2pp | 361.54%-346.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $899 | $3,051-70.5% | $4,257-78.9% | $4,300-79.1% |
| Admin fee / account holder | $384 | $5,239-92.7% | $6,421-94.0% | $6,925-94.5% |