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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 | $11,486 | $106,524-89.2% | $152,301-92.5% | $87,485-86.9% |
| Participation rate | 54.3% | 75.8%-21.5pp | 82.4%-28.2pp | 68.9%-14.6pp |
| Annual return | 0.00% | 26.89%-26.9pp | 80.50%-80.5pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,500 | $6,525-77.0% | $8,004-81.3% | $4,274-64.9% |
| Admin fee / account holder | $5,221 | $8,287-37.0% | $14,398-63.7% | $7,775-32.9% |