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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 | $21,729 | $79,169-72.6% | $100,415-78.4% | $74,478-70.8% |
| Participation rate | 43.0% | 79.4%-36.4pp | 81.5%-38.5pp | 67.2%-24.2pp |
| Annual return | 0.00% | 20.51%-20.5pp | 49.47%-49.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,516 | $7,751-80.4% | $8,091-81.3% | $4,350-65.1% |
| Admin fee / account holder | $6,448 | $1,337+382.1% | $7,906-18.4% | $1,946+231.4% |