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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 | $9,856 | $61,815-84.1% | $97,295-89.9% | $80,959-87.8% |
| Participation rate | 11.1% | 63.5%-52.4pp | 72.7%-61.5pp | 67.7%-56.6pp |
| Annual return | 12.30% | -558.73%+571.0pp | 75.62%-63.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $215 | $3,027-92.9% | $4,264-95.0% | $4,300-95.0% |
| Admin fee / account holder | $368 | $5,166-92.9% | $5,646-93.5% | $6,925-94.7% |