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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 | $1,588 | $48,314-96.7% | $67,561-97.6% | $80,925-98.0% |
| Participation rate | 60.0% | 66.4%-6.4pp | 72.9%-12.9pp | 67.7%-7.7pp |
| Annual return | 17.99% | 18.28%-0.3pp | 3525.44%-3507.5pp | 35.65%-17.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $520 | $2,927-82.2% | $4,003-87.0% | $4,299-87.9% |
| Admin fee / account holder | $352 | $3,690-90.5% | $4,006-91.2% | $6,940-94.9% |