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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 | $11,251 | $124,980-91.0% | $108,359-89.6% | $154,746-92.7% |
| Participation rate | 52.9% | 75.2%-22.2pp | 70.1%-17.2pp | 80.7%-27.8pp |
| Annual return | 8.84% | 45.00%-36.2pp | 36.89%-28.0pp | 172.34%-163.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $448 | $4,743-90.6% | $4,137-89.2% | $6,730-93.3% |
| Admin fee / account holder | $8,343 | $11,502-27.5% | $9,741-14.3% | $14,365-41.9% |