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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 | $5,282 | $75,183-93.0% | $123,894-95.7% | $55,167-90.4% |
| Participation rate | 30.6% | 72.8%-42.2pp | 81.4%-50.8pp | 69.0%-38.4pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $554 | $2,823-80.4% | $4,617-88.0% | $1,963-71.8% |
| Participant deferral / active EE | $1,285 | $5,084-74.7% | $5,984-78.5% | $3,054-57.9% |
| Admin fee / account holder | $366 | $663-44.8% | $8,357-95.6% | $504-27.4% |