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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 | $2,435 | $88,996-97.3% | $78,004-96.9% | $138,895-98.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 17.21% | 28.03%-10.8pp | 31.07%-13.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $540 | $4,724-88.6% | $4,092-86.8% | $6,396-91.6% |
| Admin fee / account holder | $485 | $8,807-94.5% | $7,578-93.6% | $12,562-96.1% |