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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 | $2,748 | $81,358-96.6% | $155,556-98.2% | $80,959-96.6% |
| Participation rate | 36.0% | 66.3%-30.3pp | 78.2%-42.2pp | 67.7%-31.7pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $479 | $3,106-84.6% | $4,675-89.8% | $2,757-82.6% |
| Participant deferral / active EE | $604 | $3,455-82.5% | $5,631-89.3% | $4,300-86.0% |
| Admin fee / account holder | $314 | $7,994-96.1% | $15,885-98.0% | $6,925-95.5% |