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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 | $7,636 | $101,672-92.5% | $147,117-94.8% | $74,478-89.7% |
| Participation rate | 37.4% | 75.5%-38.2pp | 82.2%-44.8pp | 67.2%-29.9pp |
| Annual return | 23.47% | 8757.83%-8734.4pp | 420.54%-397.1pp | 1370.56%-1347.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,162 | $7,305-84.1% | $8,065-85.6% | $4,350-73.3% |
| Admin fee / account holder | $1,159 | $1,753-33.9% | $12,993-91.1% | $1,946-40.4% |