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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 | $4,780 | $124,213-96.2% | $118,106-96.0% | $154,746-96.9% |
| Participation rate | 55.6% | 83.6%-28.0pp | 81.9%-26.3pp | 80.7%-25.1pp |
| Annual return | 0.00% | 18.29%-18.3pp | 19.44%-19.4pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,609 | $4,905-67.2% | $4,698-65.7% | $4,379-63.2% |
| Participant deferral / active EE | $1,879 | $6,859-72.6% | $6,619-71.6% | $6,730-72.1% |
| Admin fee / account holder | $970 | $9,627-89.9% | $8,973-89.2% | $14,365-93.3% |