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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 | $2,952 | $59,456-95.0% | $93,681-96.8% | $74,400-96.0% |
| Participation rate | 36.7% | 59.6%-23.0pp | 68.7%-32.1pp | 67.2%-30.5pp |
| Annual return | 12.01% | 82.00%-70.0pp | 133.47%-121.5pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $454 | $3,052-85.1% | $4,415-89.7% | $4,348-89.6% |
| Admin fee / account holder | $535 | $3,026-82.3% | $8,290-93.5% | $1,944-72.5% |