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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 | $11,153 | $72,177-84.5% | $115,038-90.3% | $59,633-81.3% |
| Participation rate | 27.4% | 72.6%-45.1pp | 81.4%-53.9pp | 68.7%-41.3pp |
| Annual return | 1.19% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $568 | $2,841-80.0% | $4,608-87.7% | $2,203-74.2% |
| Participant deferral / active EE | $913 | $4,783-80.9% | $6,026-84.8% | $3,192-71.4% |
| Admin fee / account holder | $1,208 | $4,927-75.5% | $8,175-85.2% | $4,297-71.9% |