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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 | $684 | $48,327-98.6% | $67,575-99.0% | $80,935-99.2% |
| Participation rate | 48.1% | 66.4%-18.3pp | 72.9%-24.8pp | 67.7%-19.6pp |
| Annual return | 11.55% | 18.31%-6.8pp | 3528.98%-3517.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $402 | $2,927-86.3% | $4,003-90.0% | $4,299-90.7% |
| Admin fee / account holder | $571 | $3,692-84.5% | $3,993-85.7% | $6,924-91.8% |