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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 | $23,677 | $102,422-76.9% | $147,117-83.9% | $80,959-70.8% |
| Participation rate | 64.8% | 75.9%-11.1pp | 82.2%-17.4pp | 67.7%-2.9pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $901 | $3,717-75.8% | $4,932-81.7% | $2,757-67.3% |
| Participant deferral / active EE | $2,223 | $6,652-66.6% | $8,065-72.4% | $4,300-48.3% |
| Admin fee / account holder | $3,983 | $7,953-49.9% | $12,993-69.3% | $6,925-42.5% |