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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 | $2,031 | $92,798-97.8% | $96,707-97.9% | $137,256-98.5% |
| Participation rate | 52.4% | 81.6%-29.3pp | 80.4%-28.0pp | 80.0%-27.6pp |
| Annual return | 23.99% | 31.24%-7.2pp | 34.78%-10.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $889 | $5,877-84.9% | $5,997-85.2% | $6,407-86.1% |
| Admin fee / account holder | $539 | $7,946-93.2% | $7,503-92.8% | $12,270-95.6% |