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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 | $8,991 | $151,310-94.1% | $81,353-88.9% | - |
| Participation rate | 6.1% | 67.4%-61.4pp | 69.5%-63.5pp | - |
| Annual return | 13.87% | 14.08%-0.2pp | 24.82%-11.0pp | - |
| Employer contribution / active EE | $0 | $2,536-100.0% | $2,464-100.0% | - |
| Participant deferral / active EE | $206 | $4,236-95.1% | $3,885-94.7% | - |
| Admin fee / account holder | $1,649 | $25,296-93.5% | $5,766-71.4% | - |