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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 | $3,804 | $318,460-98.8% | $197,124-98.1% | - |
| Participation rate | 9.1% | 81.2%-72.1pp | 86.7%-77.6pp | - |
| Annual return | 19.04% | 15.33%+3.7pp | 44.34%-25.3pp | - |
| Employer contribution / active EE | $0 | $3,599-100.0% | $6,227-100.0% | - |
| Participant deferral / active EE | $163 | $6,762-97.6% | $9,135-98.2% | - |
| Admin fee / account holder | $662 | $8,335-92.1% | $16,298-95.9% | - |