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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 | $1,352 | $81,331-98.3% | $155,534-99.1% | $80,935-98.3% |
| Participation rate | 62.5% | 66.3%-3.8pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $479 | $3,105-84.6% | $4,675-89.7% | $2,757-82.6% |
| Participant deferral / active EE | $537 | $3,454-84.4% | $5,630-90.5% | $4,299-87.5% |
| Admin fee / account holder | $307 | $7,999-96.2% | $15,900-98.1% | $6,924-95.6% |