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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 | $19,055 | $51,821-63.2% | $93,696-79.7% | - |
| Participation rate | 33.3% | 67.7%-34.4pp | 68.7%-35.4pp | - |
| Annual return | 15.36% | 11.30%+4.1pp | 133.74%-118.4pp | - |
| Employer contribution / active EE | $1,084 | $1,278-15.2% | $2,422-55.3% | - |
| Participant deferral / active EE | $1,640 | $3,260-49.7% | $4,417-62.9% | - |
| Admin fee / account holder | $377 | $4,565-91.7% | $8,287-95.4% | - |