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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 | $6,245 | $58,311-89.3% | $81,882-92.4% | $80,959-92.3% |
| Participation rate | 4.0% | 63.5%-59.5pp | 72.4%-68.4pp | 67.7%-63.7pp |
| Annual return | 16.08% | 41.85%-25.8pp | 779.47%-763.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $115 | $3,287-96.5% | $4,323-97.3% | $4,300-97.3% |
| Admin fee / account holder | $667 | $4,752-86.0% | $7,360-90.9% | $6,925-90.4% |