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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 | $2,227 | $52,961-95.8% | $172,752-98.7% | $65,185-96.6% |
| Participation rate | 3.0% | 66.2%-63.2pp | 82.6%-79.6pp | 70.2%-67.2pp |
| Annual return | 21.29% | 30.12%-8.8pp | 802.97%-781.7pp | 29.38%-8.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $63 | $2,471-97.5% | $5,198-98.8% | $3,514-98.2% |
| Admin fee / account holder | $1,571 | $472+232.9% | $13,955-88.7% | $847+85.4% |