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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 | $4,657 | $93,117-95.0% | $77,096-94.0% | $134,532-96.5% |
| Participation rate | 15.0% | 74.5%-59.5pp | 67.9%-52.9pp | 81.2%-66.2pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $445 | $3,420-87.0% | $2,814-84.2% | $4,741-90.6% |
| Participant deferral / active EE | $922 | $5,241-82.4% | $4,429-79.2% | $6,401-85.6% |
| Admin fee / account holder | $553 | $6,948-92.0% | $5,428-89.8% | $11,429-95.2% |