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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 | $5,269 | $95,417-94.5% | $135,974-96.1% | $74,460-92.9% |
| Participation rate | 2.0% | 78.2%-76.2pp | 81.9%-79.9pp | 70.7%-68.7pp |
| Annual return | 0.00% | 32.76%-32.8pp | 68.30%-68.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $111 | $7,789-98.6% | $7,760-98.6% | $4,530-97.6% |
| Admin fee / account holder | $728 | $266+173.4% | $10,767-93.2% | $348+109.2% |