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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 | $17,530 | $82,674-78.8% | $125,381-86.0% | $68,486-74.4% |
| Participation rate | 31.6% | 75.1%-43.5pp | 82.4%-50.8pp | 67.9%-36.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,226 | $6,111-63.6% | $7,448-70.1% | $4,028-44.7% |
| Admin fee / account holder | $5,060 | $6,277-19.4% | $10,007-49.4% | $5,404-6.4% |