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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 | $9,411 | $64,920-85.5% | $103,693-90.9% | $86,983-89.2% |
| Participation rate | 2.3% | 63.6%-61.3pp | 72.6%-70.3pp | 69.5%-67.2pp |
| Annual return | 32.95% | 30.29%+2.7pp | 47.61%-14.7pp | 25.83%+7.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $277 | $3,241-91.5% | $4,579-94.0% | $4,194-93.4% |
| Admin fee / account holder | $1,607 | $6,191-74.0% | $7,858-79.5% | $7,856-79.5% |