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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 | $11,355 | $79,223-85.7% | $102,460-88.9% | $74,478-84.8% |
| Participation rate | 8.7% | 74.8%-66.1pp | 76.5%-67.8pp | 67.2%-58.5pp |
| Annual return | 17.61% | 54.98%-37.4pp | 29.47%-11.9pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $190 | $4,417-95.7% | $5,056-96.2% | $4,350-95.6% |
| Admin fee / account holder | $689 | $2,003-65.6% | $9,460-92.7% | $1,946-64.6% |