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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 | $4,349 | $76,407-94.3% | $150,298-97.1% | $82,448-94.7% |
| Participation rate | 43.8% | 66.4%-22.6pp | 77.8%-34.0pp | 68.1%-24.3pp |
| Annual return | 28.19% | 39.99%-11.8pp | 62.79%-34.6pp | 41.64%-13.5pp |
| Employer contribution / active EE | $614 | $2,614-76.5% | $4,154-85.2% | $2,551-75.9% |
| Participant deferral / active EE | $588 | $3,214-81.7% | $5,453-89.2% | $4,139-85.8% |
| Admin fee / account holder | $323 | $6,352-94.9% | $14,116-97.7% | $7,234-95.5% |