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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 | $2,060 | $55,889-96.3% | $76,119-97.3% | $80,935-97.5% |
| Participation rate | 60.5% | 62.1%-1.5pp | 69.1%-8.5pp | 67.7%-7.1pp |
| Annual return | 12.61% | 20.58%-8.0pp | 361.25%-348.6pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $730 | $3,051-76.1% | $4,259-82.9% | $4,299-83.0% |
| Admin fee / account holder | $372 | $5,241-92.9% | $6,421-94.2% | $6,924-94.6% |