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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 | $5,640 | $65,712-91.4% | $57,196-90.1% | $273,972-97.9% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 9.39% | 22.01%-12.6pp | 14.59%-5.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,654 | $3,280-19.1% | $2,683-1.1% | $4,869-45.5% |
| Participant deferral / active EE | $256 | $3,782-93.2% | $3,096-91.7% | $5,287-95.2% |
| Admin fee / account holder | $761 | $4,838-84.3% | $3,141-75.8% | $10,133-92.5% |