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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 | $2,166 | $45,123-95.2% | $85,240-97.5% | $74,478-97.1% |
| Participation rate | 3.1% | 49.4%-46.2pp | 67.5%-64.4pp | 67.2%-64.1pp |
| Annual return | 12.54% | 26.32%-13.8pp | 66.75%-54.2pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $60 | $2,736-97.8% | $4,527-98.7% | $4,350-98.6% |
| Admin fee / account holder | $379 | $2,215-82.9% | $6,165-93.9% | $1,946-80.5% |