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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 | $19,368 | $86,949-77.7% | $102,460-81.1% | $80,959-76.1% |
| Participation rate | 18.3% | 72.4%-54.1pp | 76.5%-58.2pp | 67.7%-49.4pp |
| Annual return | 11.83% | 18.89%-7.1pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,363 | $4,121-66.9% | $5,056-73.0% | $4,300-68.3% |
| Admin fee / account holder | $1,429 | $8,048-82.2% | $9,460-84.9% | $6,925-79.4% |