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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 | $4,944 | $61,125-91.9% | $94,057-94.7% | $87,485-94.3% |
| Participation rate | 30.0% | 64.1%-34.1pp | 73.3%-43.3pp | 68.9%-38.9pp |
| Annual return | 18.65% | 35.20%-16.5pp | 480.62%-462.0pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $614 | $3,260-81.2% | $4,709-87.0% | $4,274-85.6% |
| Admin fee / account holder | $1,485 | $5,629-73.6% | $7,244-79.5% | $7,775-80.9% |