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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 | $1,975 | $174,379-98.9% | $152,093-98.7% | $138,895-98.6% |
| Participation rate | 64.7% | 81.6%-16.9pp | 77.8%-13.1pp | 79.9%-15.2pp |
| Annual return | 34.56% | 74.86%-40.3pp | 66.36%-31.8pp | 145.39%-110.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $956 | $6,159-84.5% | $5,451-82.5% | $6,396-85.1% |
| Admin fee / account holder | $308 | $16,880-98.2% | $14,497-97.9% | $12,562-97.5% |