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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 | $18,200 | $85,515-78.7% | $112,040-83.8% | $67,986-73.2% |
| Participation rate | 15.9% | 68.2%-52.3pp | 76.5%-60.6pp | 57.2%-41.3pp |
| Annual return | 0.00% | 29.68%-29.7pp | 24.52%-24.5pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $377 | $4,014-90.6% | $5,098-92.6% | $3,358-88.8% |
| Admin fee / account holder | $457 | $3,774-87.9% | $12,098-96.2% | $3,203-85.7% |