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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 | $6,591 | $85,766-92.3% | $136,298-95.2% | $70,126-90.6% |
| Participation rate | 25.7% | 74.2%-48.4pp | 81.9%-56.2pp | 69.5%-43.8pp |
| Annual return | 23.38% | 31.46%-8.1pp | 5156.27%-5132.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,143 | $5,051-77.4% | $6,247-81.7% | $3,332-65.7% |
| Admin fee / account holder | $1,303 | $5,421-76.0% | $9,244-85.9% | $4,645-72.0% |