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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 | $3,440 | $50,919-93.2% | $155,556-97.8% | $77,762-95.6% |
| Participation rate | 6.7% | 63.1%-56.3pp | 78.2%-71.5pp | 70.6%-63.8pp |
| Annual return | 22.99% | 34.84%-11.8pp | 64.84%-41.8pp | 31.27%-8.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $190 | $2,824-93.3% | $5,631-96.6% | $4,651-95.9% |
| Admin fee / account holder | $568 | $437+29.9% | $15,885-96.4% | $433+31.1% |