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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 | $2,822 | $71,215-96.0% | $93,696-97.0% | $80,935-96.5% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.7%-3.4pp |
| Annual return | 14.40% | 11.27%+3.1pp | 133.74%-119.3pp | 35.66%-21.3pp |
| Employer contribution / active EE | $817 | $1,565-47.8% | $2,422-66.3% | $2,757-70.4% |
| Participant deferral / active EE | $1,040 | $4,037-74.2% | $4,417-76.4% | $4,299-75.8% |
| Admin fee / account holder | $1,018 | $6,958-85.4% | $8,287-87.7% | $6,924-85.3% |