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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 | $39,869 | $190,225-79.0% | $117,861-66.2% | - |
| Participation rate | 59.6% | 74.9%-15.3pp | 79.7%-20.1pp | - |
| Annual return | 22.21% | 90.66%-68.5pp | 335.11%-312.9pp | - |
| Employer contribution / active EE | $0 | $1,779-100.0% | $3,786-100.0% | - |
| Participant deferral / active EE | $824 | $3,327-75.2% | $4,482-81.6% | - |
| Admin fee / account holder | $1,473 | $9,756-84.9% | $8,021-81.6% | - |