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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 | $16,602 | $78,707-78.9% | $117,861-85.9% | $70,126-76.3% |
| Participation rate | 13.2% | 73.2%-60.0pp | 79.7%-66.5pp | 69.5%-56.4pp |
| Annual return | 29.01% | 23.30%+5.7pp | 335.11%-306.1pp | 73.15%-44.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $582 | $3,297-82.4% | $4,482-87.0% | $3,332-82.5% |
| Admin fee / account holder | $517 | $5,066-89.8% | $8,021-93.6% | $4,645-88.9% |