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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 | $10,285 | $81,487-87.4% | $102,412-90.0% | $80,935-87.3% |
| Participation rate | 3.3% | 66.8%-63.5pp | 74.5%-71.2pp | 67.7%-64.3pp |
| Annual return | 13.17% | 25.60%-12.4pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $181 | $3,871-95.3% | $5,060-96.4% | $4,299-95.8% |
| Admin fee / account holder | $2,158 | $6,717-67.9% | $8,388-74.3% | $6,924-68.8% |