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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 | $5,475 | $48,337-88.7% | $67,560-91.9% | $80,959-93.2% |
| Participation rate | 26.7% | 66.4%-39.8pp | 72.9%-46.3pp | 67.7%-41.0pp |
| Annual return | 17.97% | 18.26%-0.3pp | 3533.50%-3515.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $520 | $2,023-74.3% | $2,737-81.0% | $2,757-81.1% |
| Participant deferral / active EE | $637 | $2,928-78.2% | $4,004-84.1% | $4,300-85.2% |
| Admin fee / account holder | $884 | $3,695-76.1% | $3,994-77.9% | $6,925-87.2% |