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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 | $48,337-96.7% | $67,560-97.6% | $80,959-98.0% |
| Participation rate | 60.0% | 66.4%-6.4pp | 72.9%-12.9pp | 67.7%-7.7pp |
| Annual return | 17.99% | 18.26%-0.3pp | 3533.50%-3515.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $520 | $2,928-82.2% | $4,004-87.0% | $4,300-87.9% |
| Admin fee / account holder | $352 | $3,695-90.5% | $3,994-91.2% | $6,925-94.9% |