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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 | $4,876 | $64,920-92.5% | $103,693-95.3% | $86,983-94.4% |
| Participation rate | 37.5% | 63.6%-26.1pp | 72.6%-35.1pp | 69.5%-32.0pp |
| Annual return | 23.58% | 30.29%-6.7pp | 47.61%-24.0pp | 25.83%-2.3pp |
| Employer contribution / active EE | $411 | $2,141-80.8% | $2,920-85.9% | $2,584-84.1% |
| Participant deferral / active EE | $450 | $3,241-86.1% | $4,579-90.2% | $4,194-89.3% |
| Admin fee / account holder | $335 | $6,191-94.6% | $7,858-95.7% | $7,856-95.7% |