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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 | $9,003 | $73,102-87.7% | $123,549-92.7% | $56,287-84.0% |
| Participation rate | 69.0% | 74.3%-5.3pp | 82.3%-13.3pp | 69.9%-0.9pp |
| Annual return | -4.23% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,320 | $2,977-22.1% | $4,628-49.9% | $2,111+9.9% |
| Participant deferral / active EE | $1,792 | $5,423-67.0% | $6,426-72.1% | $3,350-46.5% |
| Admin fee / account holder | $1,600 | $554+189.0% | $9,284-82.8% | $521+207.2% |