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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 | $123,155-90.9% | $108,753-89.7% | $155,188-92.7% |
| Participation rate | 52.9% | 75.6%-22.7pp | 71.1%-18.1pp | 80.8%-27.9pp |
| Annual return | 8.84% | 44.73%-35.9pp | 37.47%-28.6pp | 148.84%-140.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $448 | $4,623-90.3% | $4,115-89.1% | $6,531-93.1% |
| Admin fee / account holder | $8,343 | $12,126-31.2% | $10,320-19.1% | $14,480-42.4% |