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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 | $2,604 | $81,262-96.8% | $155,602-98.3% | $80,911-96.8% |
| Participation rate | 8.5% | 66.2%-57.7pp | 78.2%-69.7pp | 67.6%-59.1pp |
| Annual return | 14.92% | 33.34%-18.4pp | 64.81%-49.9pp | 35.63%-20.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $204 | $3,451-94.1% | $5,629-96.4% | $4,297-95.2% |
| Admin fee / account holder | $361 | $7,992-95.5% | $15,923-97.7% | $6,935-94.8% |