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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 | $6,141 | $47,479-87.1% | $62,929-90.2% | $82,448-92.6% |
| Participation rate | 13.8% | 66.9%-53.1pp | 73.1%-59.3pp | 68.1%-54.3pp |
| Annual return | 30.52% | 20.34%+10.2pp | 1063.93%-1033.4pp | 41.64%-11.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $609 | $2,870-78.8% | $3,888-84.3% | $4,139-85.3% |
| Admin fee / account holder | $612 | $3,804-83.9% | $5,065-87.9% | $7,234-91.5% |