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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% | $184,243-78.4% | $80,925-50.8% |
| Participation rate | 39.4% | 83.9%-44.5pp | 86.8%-47.4pp | 67.7%-28.3pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.82%-28.8pp | 35.65%-35.6pp |
| Employer contribution / active EE | $2,354 | $4,851-51.5% | $6,427-63.4% | $2,756-14.6% |
| Participant deferral / active EE | $2,713 | $7,075-61.7% | $9,132-70.3% | $4,299-36.9% |
| Admin fee / account holder | $6,379 | $10,489-39.2% | $13,914-54.2% | $6,940-8.1% |