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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 | $9,911 | $108,825-90.9% | $156,181-93.7% | $82,448-88.0% |
| Participation rate | 12.0% | 72.4%-60.4pp | 78.8%-66.9pp | 68.1%-56.1pp |
| Annual return | 20.26% | 20.59%-0.3pp | 64.87%-44.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $528 | $4,577-88.5% | $6,132-91.4% | $4,139-87.2% |
| Admin fee / account holder | $567 | $9,341-93.9% | $14,586-96.1% | $7,234-92.2% |