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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 | $3,025 | $78,197-96.1% | $98,090-96.9% | $82,637-96.3% |
| Participation rate | 63.6% | 77.5%-13.8pp | 81.5%-17.9pp | 68.1%-4.4pp |
| Annual return | 24.38% | 40.25%-15.9pp | 37.05%-12.7pp | 53.51%-29.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,310 | $6,636-80.3% | $7,845-83.3% | $4,126-68.2% |
| Admin fee / account holder | $578 | $14,832-96.1% | $11,815-95.1% | $7,339-92.1% |