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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 | $6,502 | $81,358-92.0% | $155,556-95.8% | $80,959-92.0% |
| Participation rate | 36.1% | 66.3%-30.2pp | 78.2%-42.1pp | 67.7%-31.6pp |
| Annual return | 11.83% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $535 | $3,106-82.8% | $4,675-88.6% | $2,757-80.6% |
| Participant deferral / active EE | $899 | $3,455-74.0% | $5,631-84.0% | $4,300-79.1% |
| Admin fee / account holder | $2,585 | $7,994-67.7% | $15,885-83.7% | $6,925-62.7% |