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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 | $14,355 | $180,028-92.0% | $138,135-89.6% | $158,966-91.0% |
| Participation rate | 25.0% | 82.2%-57.2pp | 78.7%-53.7pp | 82.0%-57.0pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,326 | $7,470-82.3% | $5,587-76.3% | $4,762-72.2% |
| Participant deferral / active EE | $2,034 | $7,717-73.6% | $6,431-68.4% | $5,983-66.0% |
| Admin fee / account holder | $1,663 | $17,912-90.7% | $11,856-86.0% | $11,250-85.2% |