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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 | $5,615 | $86,940-93.5% | $102,434-94.5% | $80,935-93.1% |
| Participation rate | 37.0% | 72.4%-35.4pp | 76.5%-39.5pp | 67.7%-30.6pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $887 | $2,370-62.6% | $3,023-70.7% | $2,757-67.8% |
| Participant deferral / active EE | $1,305 | $4,121-68.3% | $5,055-74.2% | $4,299-69.7% |
| Admin fee / account holder | $456 | $8,047-94.3% | $9,462-95.2% | $6,924-93.4% |