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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 | $15,377 | $95,904-84.0% | $173,730-91.1% | $64,340-76.1% |
| Participation rate | 11.1% | 60.6%-49.5pp | 79.6%-68.5pp | 55.2%-44.1pp |
| Annual return | 17.48% | 17.47%0pp | 19.96%-2.5pp | 24.14%-6.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $617 | $3,488-82.3% | $6,326-90.2% | $2,980-79.3% |
| Admin fee / account holder | $1,026 | $5,089-79.8% | $17,523-94.1% | $3,703-72.3% |