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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 | $6,584 | $65,555-90.0% | $86,216-92.4% | $75,173-91.2% |
| Participation rate | 4.4% | 60.5%-56.1pp | 69.0%-64.5pp | 67.2%-62.8pp |
| Annual return | 16.86% | 46.07%-29.2pp | 1169.42%-1152.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $118 | $3,023-96.1% | $3,986-97.0% | $4,126-97.1% |
| Admin fee / account holder | $336 | $5,469-93.9% | $6,853-95.1% | $5,651-94.1% |