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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 | $28,724 | $86,940-67.0% | $102,434-72.0% | $80,935-64.5% |
| Participation rate | 67.4% | 72.4%-5.0pp | 76.5%-9.1pp | 67.7%-0.3pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $699 | $2,370-70.5% | $3,023-76.9% | $2,757-74.6% |
| Participant deferral / active EE | $1,269 | $4,121-69.2% | $5,055-74.9% | $4,299-70.5% |
| Admin fee / account holder | $805 | $8,047-90.0% | $9,462-91.5% | $6,924-88.4% |