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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 | $3,059 | $163,687-98.1% | $108,745-97.2% | $273,972-98.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.7%-27.7pp | 83.0%-33.0pp |
| Annual return | 0.00% | 31.16%-31.2pp | 46.22%-46.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,347 | $4,711-71.4% | $3,323-59.5% | $4,869-72.3% |
| Participant deferral / active EE | $2,109 | $7,155-70.5% | $5,121-58.8% | $5,287-60.1% |
| Admin fee / account holder | $7,903 | $12,890-38.7% | $6,144+28.6% | $10,133-22.0% |