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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 | $6,919 | $83,045-91.7% | $130,026-94.7% | $71,495-90.3% |
| Participation rate | 8.9% | 74.1%-65.2pp | 78.5%-69.6pp | 67.9%-59.0pp |
| Annual return | 18.67% | 20.61%-1.9pp | -137.26%+155.9pp | 28.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $544 | $4,436-87.7% | $5,821-90.7% | $4,291-87.3% |
| Admin fee / account holder | $1,777 | $1,727+2.9% | $10,608-83.3% | $1,588+11.9% |