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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 | $5,034 | $55,889-91.0% | $76,119-93.4% | $80,935-93.8% |
| Participation rate | 22.0% | 62.1%-40.1pp | 69.1%-47.1pp | 67.7%-45.7pp |
| Annual return | 0.00% | 20.58%-20.6pp | 361.25%-361.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $541 | $1,866-71.0% | $2,693-79.9% | $2,757-80.4% |
| Participant deferral / active EE | $647 | $3,051-78.8% | $4,259-84.8% | $4,299-85.0% |
| Admin fee / account holder | $302 | $5,241-94.2% | $6,421-95.3% | $6,924-95.6% |