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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 | $6,034 | $109,411-94.5% | $89,435-93.3% | $158,982-96.2% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $436 | $3,173-86.3% | $2,587-83.1% | $4,763-90.8% |
| Participant deferral / active EE | $623 | $4,600-86.5% | $3,890-84.0% | $5,983-89.6% |
| Admin fee / account holder | $395 | $6,159-93.6% | $4,884-91.9% | $11,252-96.5% |