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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 | $5,701 | $69,273-91.8% | $90,796-93.7% | $82,637-93.1% |
| Participation rate | 64.0% | 64.0%0pp | 69.5%-5.5pp | 68.1%-4.1pp |
| Annual return | 13.13% | 18.37%-5.2pp | 19.29%-6.2pp | 53.51%-40.4pp |
| Employer contribution / active EE | $503 | $1,865-73.0% | $2,294-78.1% | $2,552-80.3% |
| Participant deferral / active EE | $1,001 | $3,047-67.1% | $3,822-73.8% | $4,126-75.7% |
| Admin fee / account holder | $1,138 | $5,511-79.3% | $7,024-83.8% | $7,339-84.5% |