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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $4,378 | $48,337-90.9% | $67,560-93.5% | $80,959-94.6% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 12.90% | 18.26%-5.4pp | 3533.50%-3520.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,184 | $2,928-25.4% | $4,004-45.5% | $4,300-49.2% |
| Admin fee / account holder | $915 | $3,695-75.2% | $3,994-77.1% | $6,925-86.8% |