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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 | $16,596 | $80,530-79.4% | $90,300-81.6% | - |
| Participation rate | 17.2% | 58.0%-40.8pp | 73.3%-56.1pp | - |
| Annual return | 18.83% | 36.03%-17.2pp | 78.11%-59.3pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,854-100.0% | - |
| Participant deferral / active EE | $191 | $2,324-91.8% | $3,884-95.1% | - |
| Admin fee / account holder | $476 | $3,788-87.4% | $5,353-91.1% | - |