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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 | $13,978 | $71,230-80.4% | $93,727-85.1% | $80,959-82.7% |
| Participation rate | 3.0% | 60.4%-57.4pp | 68.7%-65.7pp | 67.7%-64.7pp |
| Annual return | 17.48% | 11.26%+6.2pp | 133.83%-116.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $338 | $4,037-91.6% | $4,417-92.4% | $4,300-92.1% |
| Admin fee / account holder | $2,176 | $6,961-68.7% | $8,292-73.8% | $6,925-68.6% |