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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 | $6,851 | $138,312-95.0% | $122,979-94.4% | $155,188-95.6% |
| Participation rate | 8.7% | 80.2%-71.5pp | 77.2%-68.5pp | 80.8%-72.1pp |
| Annual return | 7.60% | 22.06%-14.5pp | 20.12%-12.5pp | 148.84%-141.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $26 | $5,592-99.5% | $5,003-99.5% | $6,531-99.6% |
| Admin fee / account holder | $751 | $15,089-95.0% | $12,864-94.2% | $14,480-94.8% |