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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 | $3,108 | $57,073-94.6% | $85,126-96.3% | $80,925-96.2% |
| Participation rate | 25.8% | 56.4%-30.6pp | 67.5%-41.8pp | 67.7%-41.9pp |
| Annual return | 15.96% | 21.69%-5.7pp | 66.63%-50.7pp | 35.65%-19.7pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $532 | $3,113-82.9% | $4,523-88.2% | $4,299-87.6% |
| Admin fee / account holder | $391 | $4,988-92.2% | $6,160-93.6% | $6,940-94.4% |