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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 | $3,988 | $88,186-95.5% | $165,071-97.6% | $74,459-94.6% |
| Participation rate | 41.9% | 73.1%-31.3pp | 78.6%-36.7pp | 67.2%-25.3pp |
| Annual return | 14.66% | 17.13%-2.5pp | 70.17%-55.5pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,005 | $4,505-77.7% | $6,035-83.3% | $4,350-76.9% |
| Admin fee / account holder | $529 | $2,234-76.3% | $12,695-95.8% | $1,945-72.8% |