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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 | $17,237 | $58,859-70.7% | $129,397-86.7% | $77,714-77.8% |
| Participation rate | 2.4% | 59.3%-56.9pp | 69.6%-67.2pp | 70.6%-68.1pp |
| Annual return | 15.88% | 24.74%-8.9pp | 9453.98%-9438.1pp | 31.26%-15.4pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,154-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $214 | $3,215-93.3% | $4,167-94.9% | $4,649-95.4% |
| Admin fee / account holder | $3,161 | $591+435.3% | $7,679-58.8% | $433+629.6% |