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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 | $38,746 | $138,393-72.0% | $184,256-79.0% | $80,959-52.1% |
| Participation rate | 52.5% | 83.9%-31.4pp | 86.8%-34.3pp | 67.7%-15.2pp |
| Annual return | 12.81% | 20.01%-7.2pp | 28.85%-16.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,148 | $7,076-83.8% | $9,133-87.4% | $4,300-73.3% |
| Admin fee / account holder | $950 | $10,489-90.9% | $13,899-93.2% | $6,925-86.3% |