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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 | $1,523 | $180,749-99.2% | $160,784-99.1% | $137,256-98.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 0.00% | 2234.46%-2234.5pp | 1803.92%-1803.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,059 | $4,155-74.5% | $3,733-71.6% | $4,156-74.5% |
| Participant deferral / active EE | $304 | $6,844-95.6% | $6,293-95.2% | $6,407-95.2% |
| Admin fee / account holder | $697 | $10,397-93.3% | $9,717-92.8% | $12,270-94.3% |