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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 | $12,793 | $56,121-77.2% | $92,985-86.2% | $64,340-80.1% |
| Participation rate | 7.5% | 44.9%-37.4pp | 69.5%-62.0pp | 55.2%-47.7pp |
| Annual return | 16.17% | 19.19%-3.0pp | 27.99%-11.8pp | 24.14%-8.0pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $310 | $2,362-86.9% | $4,377-92.9% | $2,980-89.6% |
| Admin fee / account holder | $1,404 | $6,869-79.6% | $9,463-85.2% | $3,703-62.1% |