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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 | $3,306 | $55,458-94.0% | $76,030-95.7% | $77,762-95.7% |
| Participation rate | 7.2% | 63.6%-56.4pp | 69.1%-61.8pp | 70.6%-63.4pp |
| Annual return | 45.74% | 17.10%+28.6pp | 361.54%-315.8pp | 31.27%+14.5pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $184 | $3,454-94.7% | $4,257-95.7% | $4,651-96.0% |
| Admin fee / account holder | $594 | $411+44.5% | $6,421-90.8% | $433+37.2% |