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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 | $5,227 | $81,331-93.6% | $155,534-96.6% | $80,935-93.5% |
| Participation rate | 18.6% | 66.3%-47.6pp | 78.2%-59.6pp | 67.7%-49.0pp |
| Annual return | 38.35% | 33.37%+5.0pp | 64.92%-26.6pp | 35.66%+2.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $721 | $3,454-79.1% | $5,630-87.2% | $4,299-83.2% |
| Admin fee / account holder | $316 | $7,999-96.0% | $15,900-98.0% | $6,924-95.4% |