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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 | $1,936 | $87,166-97.8% | $76,735-97.5% | $137,256-98.6% |
| Participation rate | 29.2% | 74.4%-45.2pp | 69.5%-40.3pp | 80.0%-50.8pp |
| Annual return | 46.86% | 26.50%+20.4pp | 29.77%+17.1pp | 220.34%-173.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $721 | $4,726-84.7% | $4,088-82.4% | $6,407-88.7% |
| Admin fee / account holder | $509 | $8,403-93.9% | $7,189-92.9% | $12,270-95.9% |