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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 | $2,594 | $75,058-96.5% | $152,301-98.3% | $64,340-96.0% |
| Participation rate | 26.7% | 60.9%-34.2pp | 82.4%-55.7pp | 55.2%-28.5pp |
| Annual return | 21.43% | 29.93%-8.5pp | 80.50%-59.1pp | 24.14%-2.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $408 | $5,041-91.9% | $8,004-94.9% | $2,980-86.3% |
| Admin fee / account holder | $487 | $4,050-88.0% | $14,398-96.6% | $3,703-86.8% |