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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 | $7,506 | $95,404-92.1% | $113,397-93.4% | $82,637-90.9% |
| Participation rate | 3.9% | 72.8%-68.9pp | 76.5%-72.5pp | 68.1%-64.1pp |
| Annual return | 18.18% | 19.08%-0.9pp | 23.20%-5.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $156 | $4,220-96.3% | $5,076-96.9% | $4,126-96.2% |
| Admin fee / account holder | $1,348 | $9,168-85.3% | $11,957-88.7% | $7,339-81.6% |