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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 | $55,402-94.0% | $76,089-95.7% | $77,714-95.7% |
| Participation rate | 7.2% | 63.6%-56.3pp | 69.1%-61.9pp | 70.6%-63.3pp |
| Annual return | 45.74% | 17.09%+28.6pp | 360.94%-315.2pp | 31.26%+14.5pp |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,690-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $184 | $3,450-94.7% | $4,259-95.7% | $4,649-96.0% |
| Admin fee / account holder | $594 | $410+44.8% | $6,418-90.7% | $433+37.1% |