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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 | $5,209 | $101,778-94.9% | $164,975-96.8% | $80,925-93.6% |
| Participation rate | 41.9% | 71.8%-30.0pp | 78.6%-36.8pp | 67.7%-25.8pp |
| Annual return | 16.38% | 16.73%-0.3pp | 70.12%-53.7pp | 35.65%-19.3pp |
| Employer contribution / active EE | $852 | $2,954-71.2% | $4,343-80.4% | $2,756-69.1% |
| Participant deferral / active EE | $1,115 | $4,477-75.1% | $6,033-81.5% | $4,299-74.1% |
| Admin fee / account holder | $1,957 | $8,221-76.2% | $12,688-84.6% | $6,940-71.8% |