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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $15,062 | $59,111-74.5% | $86,451-82.6% | $68,490-78.0% |
| Participation rate | 48.6% | 75.2%-26.6pp | 80.3%-31.7pp | 67.9%-19.3pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,957 | $5,900-49.9% | $6,953-57.5% | $4,028-26.6% |
| Admin fee / account holder | $1,292 | $5,640-77.1% | $6,734-80.8% | $5,403-76.1% |