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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 | $7,516 | $62,592-88.0% | $85,709-91.2% | $85,847-91.2% |
| Participation rate | 55.7% | 61.1%-5.4pp | 69.9%-14.1pp | 69.3%-13.6pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $6,086 | $1,755+246.7% | $2,619+132.4% | $2,565+137.2% |
| Participant deferral / active EE | $241 | $2,802-91.4% | $3,924-93.9% | $3,952-93.9% |
| Admin fee / account holder | $521 | $4,643-88.8% | $6,876-92.4% | $6,261-91.7% |