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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 | $4,908 | $50,902-90.4% | $155,534-96.8% | $77,736-93.7% |
| Participation rate | 5.4% | 63.1%-57.7pp | 78.2%-72.8pp | 70.6%-65.2pp |
| Annual return | 12.85% | 34.85%-22.0pp | 64.92%-52.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $122 | $2,824-95.7% | $5,630-97.8% | $4,651-97.4% |
| Admin fee / account holder | $844 | $437+93.2% | $15,900-94.7% | $433+94.9% |