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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 | $6,029 | $73,107-91.8% | $114,563-94.7% | $87,485-93.1% |
| Participation rate | 36.0% | 65.8%-29.8pp | 72.9%-36.9pp | 68.9%-32.9pp |
| Annual return | 28.68% | 19.47%+9.2pp | 241.09%-212.4pp | 26.06%+2.6pp |
| Employer contribution / active EE | $520 | $1,881-72.3% | $2,592-79.9% | $2,596-80.0% |
| Participant deferral / active EE | $811 | $3,144-74.2% | $4,142-80.4% | $4,274-81.0% |
| Admin fee / account holder | $431 | $5,770-92.5% | $7,623-94.3% | $7,775-94.5% |