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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 | $3,227 | $101,798-96.8% | $165,071-98.0% | $80,935-96.0% |
| Participation rate | 63.2% | 71.8%-8.7pp | 78.6%-15.5pp | 67.7%-4.5pp |
| Annual return | 14.89% | 16.73%-1.8pp | 70.17%-55.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,230 | $4,476-72.5% | $6,035-79.6% | $4,299-71.4% |
| Admin fee / account holder | $362 | $8,221-95.6% | $12,695-97.2% | $6,924-94.8% |