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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 | $12,383 | $65,246-81.0% | $98,716-87.5% | $67,986-81.8% |
| Participation rate | 0.7% | 51.4%-50.8pp | 69.3%-68.6pp | 57.2%-56.5pp |
| Annual return | 24.13% | 20.58%+3.6pp | 31.81%-7.7pp | 31.67%-7.5pp |
| Employer contribution / active EE | $351 | $1,042-66.3% | $2,279-84.6% | $2,019-82.6% |
| Participant deferral / active EE | $941 | $2,594-63.7% | $4,048-76.7% | $3,358-72.0% |
| Admin fee / account holder | $477 | $4,561-89.5% | $8,703-94.5% | $3,203-85.1% |