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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 | $2,041 | $81,358-97.5% | $155,556-98.7% | $80,959-97.5% |
| Participation rate | 67.7% | 66.3%+1.4pp | 78.2%-10.5pp | 67.7%0pp |
| Annual return | 120.27% | 33.39%+86.9pp | 64.84%+55.4pp | 35.67%+84.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $641 | $3,455-81.4% | $5,631-88.6% | $4,300-85.1% |
| Admin fee / account holder | $301 | $7,994-96.2% | $15,885-98.1% | $6,925-95.7% |