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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 | $6,134 | $134,001-95.4% | $112,258-94.5% | $134,509-95.4% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -18.09% | 47.15%-65.2pp | 27.47%-45.6pp | 418.13%-436.2pp |
| Employer contribution / active EE | $862 | $4,039-78.7% | $3,636-76.3% | $4,741-81.8% |
| Participant deferral / active EE | $1,232 | $5,291-76.7% | $4,728-73.9% | $6,400-80.8% |
| Admin fee / account holder | $781 | $7,491-89.6% | $6,411-87.8% | $11,427-93.2% |