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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 | $1,470 | $75,541-98.1% | $152,093-99.0% | $82,637-98.2% |
| Participation rate | 52.1% | 66.5%-14.5pp | 77.8%-25.7pp | 68.1%-16.0pp |
| Annual return | 28.33% | 32.56%-4.2pp | 66.36%-38.0pp | 53.51%-25.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $658 | $3,206-79.5% | $5,451-87.9% | $4,126-84.1% |
| Admin fee / account holder | $402 | $6,405-93.7% | $14,497-97.2% | $7,339-94.5% |