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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 | $3,281 | $75,541-95.7% | $152,093-97.8% | $82,637-96.0% |
| Participation rate | 48.9% | 66.5%-17.7pp | 77.8%-28.9pp | 68.1%-19.2pp |
| Annual return | 24.23% | 32.56%-8.3pp | 66.36%-42.1pp | 53.51%-29.3pp |
| Employer contribution / active EE | $416 | $2,622-84.1% | $4,175-90.0% | $2,552-83.7% |
| Participant deferral / active EE | $756 | $3,206-76.4% | $5,451-86.1% | $4,126-81.7% |
| Admin fee / account holder | $369 | $6,405-94.2% | $14,497-97.5% | $7,339-95.0% |