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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 | $48,284-90.9% | $67,524-93.5% | $80,911-94.6% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.6%-67.6pp |
| Annual return | 12.90% | 18.27%-5.4pp | 3519.41%-3506.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,184 | $2,927-25.4% | $4,001-45.4% | $4,297-49.2% |
| Admin fee / account holder | $915 | $3,688-75.2% | $4,001-77.1% | $6,935-86.8% |