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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 | $2,942 | $76,834-96.2% | $108,359-97.3% | $87,485-96.6% |
| Participation rate | 15.2% | 61.7%-46.6pp | 70.1%-55.0pp | 68.9%-53.8pp |
| Annual return | 38.26% | 19.09%+19.2pp | 36.89%+1.4pp | 26.06%+12.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $387 | $3,100-87.5% | $4,137-90.6% | $4,274-90.9% |
| Admin fee / account holder | $422 | $6,537-93.5% | $9,741-95.7% | $7,775-94.6% |