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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 | $13,732 | $92,219-85.1% | $76,767-82.1% | $135,380-89.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -6.84% | 5.46%-12.3pp | 2.43%-9.3pp | 519.81%-526.6pp |
| Employer contribution / active EE | $941 | $3,216-70.7% | $2,485-62.1% | $4,779-80.3% |
| Participant deferral / active EE | $836 | $4,508-81.4% | $3,852-78.3% | $5,609-85.1% |
| Admin fee / account holder | $771 | $10,749-92.8% | $6,675-88.5% | $10,828-92.9% |