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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 | $4,716 | $61,125-92.3% | $94,057-95.0% | $87,485-94.6% |
| Participation rate | 22.7% | 64.1%-41.3pp | 73.3%-50.6pp | 68.9%-46.2pp |
| Annual return | 26.13% | 35.20%-9.1pp | 480.62%-454.5pp | 26.06%+0.1pp |
| Employer contribution / active EE | $282 | $2,136-86.8% | $2,933-90.4% | $2,596-89.1% |
| Participant deferral / active EE | $363 | $3,260-88.9% | $4,709-92.3% | $4,274-91.5% |
| Admin fee / account holder | $502 | $5,629-91.1% | $7,244-93.1% | $7,775-93.5% |