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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 | $2,944 | $61,125-95.2% | $94,057-96.9% | $87,485-96.6% |
| Participation rate | 14.6% | 64.1%-49.5pp | 73.3%-58.8pp | 68.9%-54.3pp |
| Annual return | 13.34% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $152 | $3,260-95.3% | $4,709-96.8% | $4,274-96.4% |
| Admin fee / account holder | $747 | $5,629-86.7% | $7,244-89.7% | $7,775-90.4% |