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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 | $77,574-96.2% | $108,753-97.3% | $86,983-96.6% |
| Participation rate | 15.2% | 62.3%-47.1pp | 71.1%-55.9pp | 69.5%-54.4pp |
| Annual return | 38.26% | 18.42%+19.8pp | 37.47%+0.8pp | 25.83%+12.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $387 | $3,128-87.6% | $4,115-90.6% | $4,194-90.8% |
| Admin fee / account holder | $422 | $6,529-93.5% | $10,320-95.9% | $7,856-94.6% |