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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 | $8,202 | $62,686-86.9% | $178,505-95.4% | $77,762-89.5% |
| Participation rate | 4.6% | 66.9%-62.3pp | 77.1%-72.5pp | 70.6%-66.0pp |
| Annual return | 18.21% | 16.16%+2.0pp | 27.16%-8.9pp | 31.27%-13.1pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,955-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $276 | $4,224-93.5% | $6,280-95.6% | $4,651-94.1% |
| Admin fee / account holder | $1,326 | $386+243.5% | $10,428-87.3% | $433+206.4% |