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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 | $48,277-98.6% | $67,511-99.0% | $80,874-99.2% |
| Participation rate | 48.1% | 66.4%-18.3pp | 72.9%-24.8pp | 67.6%-19.6pp |
| Annual return | 11.55% | 18.27%-6.7pp | 3517.41%-3505.9pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $402 | $2,926-86.3% | $4,000-90.0% | $4,297-90.7% |
| Admin fee / account holder | $571 | $3,687-84.5% | $3,999-85.7% | $6,935-91.8% |