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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 | $8,951 | $48,274-81.5% | $63,244-85.8% | $59,633-85.0% |
| Participation rate | 8.3% | 66.3%-58.0pp | 71.0%-62.7pp | 68.7%-60.3pp |
| Annual return | -0.14% | -240.79%+240.6pp | -70.31%+70.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $399 | $2,343-83.0% | $2,953-86.5% | $3,192-87.5% |
| Admin fee / account holder | $2,239 | $3,600-37.8% | $5,893-62.0% | $4,297-47.9% |