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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 | $2,197 | $89,515-97.5% | $103,486-97.9% | $80,935-97.3% |
| Participation rate | 35.7% | 76.0%-40.3pp | 80.5%-44.8pp | 67.7%-31.9pp |
| Annual return | 14.66% | 22.82%-8.2pp | 23.93%-9.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $4,679-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $870 | $5,463-84.1% | $6,628-86.9% | $4,299-79.8% |
| Admin fee / account holder | $349 | $6,527-94.6% | $9,354-96.3% | $6,924-95.0% |