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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 | $10,207 | $55,470-81.6% | $155,556-93.4% | $74,478-86.3% |
| Participation rate | 9.8% | 61.9%-52.1pp | 78.2%-68.4pp | 67.2%-57.4pp |
| Annual return | 14.68% | 269.80%-255.1pp | 64.84%-50.2pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $191 | $2,838-93.3% | $5,631-96.6% | $4,350-95.6% |
| Admin fee / account holder | $3,816 | $1,744+118.8% | $15,885-76.0% | $1,946+96.1% |