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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 | $14,847 | $94,031-84.2% | $115,768-87.2% | $82,448-82.0% |
| Participation rate | 27.1% | 70.4%-43.3pp | 74.4%-47.3pp | 68.1%-41.0pp |
| Annual return | 21.04% | 20.61%+0.4pp | 100.46%-79.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,661 | $3,972-58.2% | $4,917-66.2% | $4,139-59.9% |
| Admin fee / account holder | $2,209 | $10,249-78.4% | $12,439-82.2% | $7,234-69.5% |