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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 | $11,701 | $85,766-86.4% | $136,297-91.4% | $70,124-83.3% |
| Participation rate | 14.3% | 74.2%-59.9pp | 81.9%-67.6pp | 69.5%-55.3pp |
| Annual return | 19.59% | 31.45%-11.9pp | 5156.19%-5136.6pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $673 | $5,051-86.7% | $6,247-89.2% | $3,332-79.8% |
| Admin fee / account holder | $1,092 | $5,420-79.9% | $9,244-88.2% | $4,645-76.5% |