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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 | $3,516 | $80,748-95.6% | $102,383-96.6% | $74,429-95.3% |
| Participation rate | 22.2% | 65.7%-43.5pp | 74.5%-52.3pp | 67.2%-45.0pp |
| Annual return | 0.00% | 27.57%-27.6pp | 24.94%-24.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $925 | $3,861-76.0% | $5,060-81.7% | $4,348-78.7% |
| Admin fee / account holder | $651 | $2,371-72.5% | $8,391-92.2% | $1,944-66.5% |