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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 | $19,212 | $110,137-82.6% | $161,149-88.1% | $82,637-76.8% |
| Participation rate | 46.3% | 72.4%-26.1pp | 78.8%-32.6pp | 68.1%-21.8pp |
| Annual return | 0.00% | 20.69%-20.7pp | 21.16%-21.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $855 | $2,856-70.1% | $4,360-80.4% | $2,552-66.5% |
| Participant deferral / active EE | $1,402 | $4,575-69.4% | $6,153-77.2% | $4,126-66.0% |
| Admin fee / account holder | $322 | $9,467-96.6% | $15,194-97.9% | $7,339-95.6% |