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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 | $1,533 | $102,595-98.5% | $94,057-98.4% | $154,746-99.0% |
| Participation rate | 64.7% | 76.0%-11.3pp | 73.3%-8.6pp | 80.7%-16.0pp |
| Annual return | 22.50% | 583.42%-560.9pp | 480.62%-458.1pp | 172.34%-149.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $976 | $5,118-80.9% | $4,709-79.3% | $6,730-85.5% |
| Admin fee / account holder | $946 | $7,736-87.8% | $7,244-86.9% | $14,365-93.4% |