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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 | $6,796 | $82,674-91.8% | $125,363-94.6% | $68,495-90.1% |
| Participation rate | 17.4% | 75.0%-57.7pp | 82.4%-65.0pp | 67.9%-50.5pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $755 | $3,382-77.7% | $4,815-84.3% | $2,596-70.9% |
| Participant deferral / active EE | $1,278 | $6,111-79.1% | $7,447-82.8% | $4,028-68.3% |
| Admin fee / account holder | $808 | $6,276-87.1% | $10,005-91.9% | $5,403-85.0% |