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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 | $16,891 | $88,203-80.8% | $165,100-89.8% | $74,478-77.3% |
| Participation rate | 9.7% | 73.1%-63.4pp | 78.6%-68.9pp | 67.2%-57.5pp |
| Annual return | 14.93% | 17.13%-2.2pp | 70.21%-55.3pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $980 | $4,505-78.3% | $6,035-83.8% | $4,350-77.5% |
| Admin fee / account holder | $1,215 | $2,235-45.6% | $12,696-90.4% | $1,946-37.6% |