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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 | $6,075 | $58,311-89.6% | $81,882-92.6% | $80,959-92.5% |
| Participation rate | 28.8% | 63.5%-34.7pp | 72.4%-43.6pp | 67.7%-38.9pp |
| Annual return | 12.80% | 41.85%-29.0pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $374 | $2,347-84.1% | $2,916-87.2% | $2,757-86.4% |
| Participant deferral / active EE | $519 | $3,287-84.2% | $4,323-88.0% | $4,300-87.9% |
| Admin fee / account holder | $571 | $4,752-88.0% | $7,360-92.2% | $6,925-91.8% |