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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 | $13,185 | $176,794-92.5% | $146,647-91.0% | $167,553-92.1% |
| Participation rate | 64.7% | 83.6%-18.9pp | 80.1%-15.4pp | 82.1%-17.4pp |
| Annual return | 10.65% | 24.04%-13.4pp | 22.75%-12.1pp | 478.89%-468.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,021 | $6,440-84.1% | $5,506-81.5% | $6,343-83.9% |
| Admin fee / account holder | $1,618 | $13,262-87.8% | $10,281-84.3% | $12,316-86.9% |