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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 | $3,493 | $77,472-95.5% | $100,392-96.5% | $80,935-95.7% |
| Participation rate | 18.2% | 76.9%-58.8pp | 81.5%-63.3pp | 67.7%-49.5pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.45%-49.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $787 | $6,818-88.5% | $8,090-90.3% | $4,299-81.7% |
| Admin fee / account holder | $418 | $5,885-92.9% | $7,904-94.7% | $6,924-94.0% |