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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 | $15,559 | $130,294-88.1% | $170,028-90.8% | $71,495-78.2% |
| Participation rate | 53.3% | 86.2%-32.8pp | 87.0%-33.7pp | 67.9%-14.6pp |
| Annual return | 34.02% | 20.36%+13.7pp | 53.39%-19.4pp | 28.85%+5.2pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,788-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,042 | $6,928-70.5% | $10,409-80.4% | $4,291-52.4% |
| Admin fee / account holder | $460 | $966-52.4% | $12,820-96.4% | $1,588-71.0% |