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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 | $4,898 | $78,197-93.7% | $98,090-95.0% | $82,637-94.1% |
| Participation rate | 38.2% | 77.5%-39.2pp | 81.5%-43.3pp | 68.1%-29.8pp |
| Annual return | 30.68% | 40.25%-9.6pp | 37.05%-6.4pp | 53.51%-22.8pp |
| Employer contribution / active EE | $714 | $2,605-72.6% | $3,606-80.2% | $2,552-72.0% |
| Participant deferral / active EE | $1,410 | $6,636-78.8% | $7,845-82.0% | $4,126-65.8% |
| Admin fee / account holder | $3,575 | $14,832-75.9% | $11,815-69.7% | $7,339-51.3% |