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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 | $16,248 | $53,165-69.4% | $86,235-81.2% | $74,473-78.2% |
| Participation rate | 1.0% | 64.9%-63.9pp | 69.0%-68.0pp | 70.7%-69.8pp |
| Annual return | 16.16% | 22.64%-6.5pp | 1170.03%-1153.9pp | 34.36%-18.2pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $49 | $3,234-98.5% | $3,987-98.8% | $4,530-98.9% |
| Admin fee / account holder | $3,386 | $551+514.0% | $6,856-50.6% | $347+875.7% |