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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 | $8,595 | $41,151-79.1% | $80,648-89.3% | $71,529-88.0% |
| Participation rate | 6.5% | 50.2%-43.8pp | 67.0%-60.5pp | 67.9%-61.5pp |
| Annual return | 23.94% | 38.49%-14.6pp | 937.21%-913.3pp | 28.97%-5.0pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $245 | $2,700-90.9% | $4,443-94.5% | $4,291-94.3% |
| Admin fee / account holder | $504 | $1,842-72.7% | $5,382-90.6% | $1,588-68.3% |