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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 | $6,128 | $82,678-92.6% | $125,391-95.1% | $68,490-91.1% |
| Participation rate | 36.1% | 75.1%-39.0pp | 82.4%-46.3pp | 67.9%-31.8pp |
| Annual return | 1.95% | -5.97%+7.9pp | 572.41%-570.5pp | -7.85%+9.8pp |
| Employer contribution / active EE | $1,583 | $3,382-53.2% | $4,816-67.1% | $2,597-39.0% |
| Participant deferral / active EE | $625 | $6,111-89.8% | $7,448-91.6% | $4,028-84.5% |
| Admin fee / account holder | $669 | $6,277-89.3% | $10,009-93.3% | $5,403-87.6% |