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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 | $39,789 | $138,385-71.2% | $184,200-78.4% | $80,874-50.8% |
| Participation rate | 39.4% | 83.9%-44.5pp | 86.8%-47.4pp | 67.6%-28.3pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.80%-28.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $2,354 | $4,849-51.5% | $6,424-63.3% | $2,756-14.6% |
| Participant deferral / active EE | $2,713 | $7,073-61.6% | $9,132-70.3% | $4,297-36.9% |
| Admin fee / account holder | $6,379 | $10,483-39.2% | $13,907-54.1% | $6,935-8.0% |