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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 | $2,198 | $114,119-98.1% | $107,187-97.9% | $138,895-98.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,001 | $4,059-75.3% | $3,782-73.5% | $4,194-76.1% |
| Participant deferral / active EE | $1,057 | $5,538-80.9% | $5,096-79.3% | $6,396-83.5% |
| Admin fee / account holder | $941 | $10,024-90.6% | $9,162-89.7% | $12,562-92.5% |