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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 | $9,190 | $95,193-90.3% | $76,523-88.0% | $135,382-93.2% |
| Participation rate | 58.3% | 74.4%-16.1pp | 68.0%-9.7pp | 82.6%-24.3pp |
| Annual return | -0.68% | 4.85%-5.5pp | -0.27%-0.4pp | 519.77%-520.5pp |
| Employer contribution / active EE | $172 | $3,302-94.8% | $2,647-93.5% | $4,779-96.4% |
| Participant deferral / active EE | $344 | $4,639-92.6% | $3,835-91.0% | $5,609-93.9% |
| Admin fee / account holder | $477 | $6,249-92.4% | $4,848-90.2% | $10,829-95.6% |