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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 | $8,561 | $95,975-91.1% | $74,549-88.5% | $135,379-93.7% |
| Participation rate | 28.6% | 75.7%-47.1pp | 69.1%-40.6pp | 82.6%-54.1pp |
| Annual return | -8.17% | 56.96%-65.1pp | 32.53%-40.7pp | 519.79%-528.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $706 | $3,844-81.6% | $3,108-77.3% | $5,609-87.4% |
| Admin fee / account holder | $300 | $6,522-95.4% | $5,059-94.1% | $10,828-97.2% |