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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 | $67,894-91.6% | $89,340-93.6% | $82,448-93.1% |
| Participation rate | 64.0% | 64.0%0pp | 69.6%-5.6pp | 68.1%-4.1pp |
| Annual return | 13.13% | 19.21%-6.1pp | 20.57%-7.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $503 | $1,828-72.5% | $2,231-77.4% | $2,551-80.3% |
| Participant deferral / active EE | $1,001 | $3,072-67.4% | $3,823-73.8% | $4,139-75.8% |
| Admin fee / account holder | $1,138 | $5,723-80.1% | $6,704-83.0% | $7,234-84.3% |