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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 | $10,896 | $101,653-89.3% | $147,080-92.6% | $74,459-85.4% |
| Participation rate | 34.8% | 75.6%-40.7pp | 82.2%-47.4pp | 67.2%-32.4pp |
| Annual return | 13.72% | 8754.98%-8741.3pp | 420.17%-406.4pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $937 | $7,304-87.2% | $8,066-88.4% | $4,350-78.4% |
| Admin fee / account holder | $425 | $1,752-75.7% | $12,989-96.7% | $1,945-78.1% |