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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 | $4,829 | $56,638-91.5% | $169,390-97.1% | $74,460-93.5% |
| Participation rate | 4.5% | 67.5%-63.0pp | 77.2%-72.6pp | 70.7%-66.2pp |
| Annual return | 26.31% | 24.75%+1.6pp | 406.07%-379.8pp | 34.38%-8.1pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $169 | $4,223-96.0% | $6,222-97.3% | $4,530-96.3% |
| Admin fee / account holder | $893 | $307+191.4% | $9,015-90.1% | $348+156.8% |