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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 | $2,829 | $55,932-94.9% | $76,735-96.3% | $67,986-95.8% |
| Participation rate | 53.8% | 50.8%+3.0pp | 69.5%-15.7pp | 57.2%-3.4pp |
| Annual return | 23.10% | 23.10%0pp | 29.77%-6.7pp | 31.67%-8.6pp |
| Employer contribution / active EE | $365 | $1,487-75.5% | $2,454-85.1% | $2,019-81.9% |
| Participant deferral / active EE | $601 | $2,558-76.5% | $4,088-85.3% | $3,358-82.1% |
| Admin fee / account holder | $420 | $4,907-91.4% | $7,189-94.2% | $3,203-86.9% |