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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 | $2,531 | $81,276-96.9% | $155,574-98.4% | $80,925-96.9% |
| Participation rate | 17.9% | 66.2%-48.3pp | 78.2%-60.3pp | 67.7%-49.7pp |
| Annual return | 18.70% | 33.36%-14.7pp | 64.87%-46.2pp | 35.65%-16.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $426 | $3,453-87.7% | $5,629-92.4% | $4,299-90.1% |
| Admin fee / account holder | $588 | $7,993-92.6% | $15,914-96.3% | $6,940-91.5% |