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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 | $3,731 | $58,627-93.6% | $76,735-95.1% | $82,448-95.5% |
| Participation rate | 38.4% | 63.2%-24.9pp | 69.5%-31.1pp | 68.1%-29.7pp |
| Annual return | 27.45% | 39.10%-11.6pp | 29.77%-2.3pp | 41.64%-14.2pp |
| Employer contribution / active EE | $323 | $1,729-81.3% | $2,454-86.8% | $2,551-87.3% |
| Participant deferral / active EE | $620 | $3,134-80.2% | $4,088-84.8% | $4,139-85.0% |
| Admin fee / account holder | $341 | $5,323-93.6% | $7,189-95.3% | $7,234-95.3% |