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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 | $3,248 | $50,554-93.6% | $67,681-95.2% | $87,485-96.3% |
| Participation rate | 33.3% | 67.7%-34.4pp | 73.7%-40.4pp | 68.9%-35.6pp |
| Annual return | 17.40% | 17.81%-0.4pp | 590.58%-573.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $832 | $2,961-71.9% | $3,976-79.1% | $4,274-80.5% |
| Admin fee / account holder | $384 | $4,132-90.7% | $6,100-93.7% | $7,775-95.1% |