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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 | $4,834 | $55,446-91.3% | $155,574-96.9% | $74,429-93.5% |
| Participation rate | 11.0% | 61.9%-50.9pp | 78.2%-67.2pp | 67.2%-56.2pp |
| Annual return | 36.25% | 269.20%-232.9pp | 64.87%-28.6pp | 1368.38%-1332.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $305 | $2,836-89.2% | $5,629-94.6% | $4,348-93.0% |
| Admin fee / account holder | $478 | $1,743-72.6% | $15,914-97.0% | $1,944-75.4% |