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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 | $2,808 | $81,358-96.5% | $155,556-98.2% | $80,959-96.5% |
| Participation rate | 46.2% | 66.3%-20.1pp | 78.2%-32.1pp | 67.7%-21.5pp |
| Annual return | 12.78% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $412 | $3,106-86.7% | $4,675-91.2% | $2,757-85.1% |
| Participant deferral / active EE | $643 | $3,455-81.4% | $5,631-88.6% | $4,300-85.0% |
| Admin fee / account holder | $789 | $7,994-90.1% | $15,885-95.0% | $6,925-88.6% |