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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 | $7,891 | $51,638-84.7% | $129,406-93.9% | $80,959-90.3% |
| Participation rate | 10.1% | 56.9%-46.8pp | 69.6%-59.5pp | 67.7%-57.6pp |
| Annual return | 36.70% | 20.78%+15.9pp | 9468.18%-9431.5pp | 35.67%+1.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $597 | $2,670-77.6% | $4,167-85.7% | $4,300-86.1% |
| Admin fee / account holder | $1,732 | $4,313-59.8% | $7,689-77.5% | $6,925-75.0% |