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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 | $1,866 | $51,283-96.4% | $95,740-98.1% | $71,511-97.4% |
| Participation rate | 5.6% | 63.1%-57.5pp | 72.3%-66.7pp | 67.9%-62.4pp |
| Annual return | 0.00% | 25.25%-25.2pp | 28.41%-28.4pp | 28.86%-28.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $137 | $3,365-95.9% | $4,244-96.8% | $4,291-96.8% |
| Admin fee / account holder | $522 | $1,135-54.0% | $5,676-90.8% | $1,588-67.2% |