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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 | $4,597 | $77,472-94.1% | $100,415-95.4% | $80,959-94.3% |
| Participation rate | 64.5% | 76.9%-12.4pp | 81.5%-17.0pp | 67.7%-3.2pp |
| Annual return | 15.16% | 37.26%-22.1pp | 49.47%-34.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,056 | $6,818-69.8% | $8,091-74.6% | $4,300-52.2% |
| Admin fee / account holder | $843 | $5,885-85.7% | $7,906-89.3% | $6,925-87.8% |