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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 | $15,565 | $86,949-82.1% | $102,460-84.8% | $80,959-80.8% |
| Participation rate | 57.6% | 72.4%-14.8pp | 76.5%-18.9pp | 67.7%-10.0pp |
| Annual return | 14.56% | 18.89%-4.3pp | 29.47%-14.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,179 | $4,121-71.4% | $5,056-76.7% | $4,300-72.6% |
| Admin fee / account holder | $2,040 | $8,048-74.7% | $9,460-78.4% | $6,925-70.5% |