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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 | $1,178 | $124,425-99.1% | $112,040-98.9% | $137,256-99.1% |
| Participation rate | 45.0% | 79.3%-34.3pp | 76.5%-31.5pp | 80.0%-35.0pp |
| Annual return | 13.20% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $459 | $5,718-92.0% | $5,098-91.0% | $6,407-92.8% |
| Admin fee / account holder | $466 | $15,207-96.9% | $12,098-96.1% | $12,270-96.2% |