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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 | $2,032 | $97,125-97.9% | $86,233-97.6% | $137,256-98.5% |
| Participation rate | 34.8% | 74.2%-39.4pp | 69.0%-34.2pp | 80.0%-45.2pp |
| Annual return | 15.54% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $472 | $5,180-90.9% | $4,559-89.6% | $6,407-92.6% |
| Admin fee / account holder | $483 | $9,725-95.0% | $8,342-94.2% | $12,270-96.1% |