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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 | $3,208 | $79,894-96.0% | $135,792-97.6% | $82,637-96.1% |
| Participation rate | 28.7% | 63.0%-34.3pp | 72.6%-43.8pp | 68.1%-39.3pp |
| Annual return | 18.88% | 17.20%+1.7pp | 25.96%-7.1pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $562 | $3,194-82.4% | $4,759-88.2% | $4,126-86.4% |
| Admin fee / account holder | $765 | $6,434-88.1% | $12,266-93.8% | $7,339-89.6% |