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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 | $6,155 | $57,352-89.3% | $83,830-92.7% | $64,173-90.4% |
| Participation rate | 14.3% | 68.6%-54.3pp | 76.1%-61.9pp | 69.6%-55.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.97%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,118 | $2,993-62.7% | $4,082-72.6% | $3,470-67.8% |
| Admin fee / account holder | $1,224 | $4,046-69.7% | $5,479-77.7% | $4,887-75.0% |