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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 | $20,516 | $77,358-73.5% | $102,184-79.9% | $87,485-76.5% |
| Participation rate | 59.7% | 78.7%-19.0pp | 82.6%-22.9pp | 68.9%-9.3pp |
| Annual return | 0.00% | 41.11%-41.1pp | 31.58%-31.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $404 | $2,562-84.2% | $3,594-88.8% | $2,596-84.4% |
| Participant deferral / active EE | $795 | $6,753-88.2% | $8,309-90.4% | $4,274-81.4% |
| Admin fee / account holder | $509 | $6,809-92.5% | $11,609-95.6% | $7,775-93.5% |