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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 | $20,934 | $82,028-74.5% | $123,105-83.0% | $59,633-64.9% |
| Participation rate | 67.4% | 83.2%-15.8pp | 86.8%-19.3pp | 68.7%-1.2pp |
| Annual return | 0.65% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,385 | $3,297-58.0% | $5,151-73.1% | $2,203-37.1% |
| Participant deferral / active EE | $1,919 | $4,667-58.9% | $6,229-69.2% | $3,192-39.9% |
| Admin fee / account holder | $512 | $5,879-91.3% | $9,014-94.3% | $4,297-88.1% |