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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 | $2,770 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-99.0% |
| Participation rate | 4.2% | 74.1%-69.9pp | 68.4%-64.2pp | 83.0%-78.8pp |
| Annual return | 3.83% | 2.55%+1.3pp | 5.24%-1.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $45 | $2,962-98.5% | $2,591-98.3% | $5,287-99.1% |
| Admin fee / account holder | $1,065 | $3,725-71.4% | $2,903-63.3% | $10,133-89.5% |