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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 | $13,583 | $71,057-80.9% | $93,654-85.5% | $80,874-83.2% |
| Participation rate | 5.4% | 60.4%-55.0pp | 68.7%-63.3pp | 67.6%-62.2pp |
| Annual return | 0.00% | 11.26%-11.3pp | 133.34%-133.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $185 | $4,034-95.4% | $4,413-95.8% | $4,297-95.7% |
| Admin fee / account holder | $45,901 | $6,944+561.0% | $8,282+454.2% | $6,935+561.9% |