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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 | $14,568 | $58,493-75.1% | $84,021-82.7% | $72,975-80.0% |
| Participation rate | 60.3% | 61.2%-0.9pp | 69.0%-8.7pp | 69.5%-9.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $335 | $1,163-71.2% | $1,984-83.1% | $2,440-86.3% |
| Participant deferral / active EE | $512 | $2,394-78.6% | $3,239-84.2% | $3,608-85.8% |
| Admin fee / account holder | $302 | $4,569-93.4% | $6,102-95.0% | $5,124-94.1% |