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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 | $1,885 | $64,705-97.1% | $62,929-97.0% | $67,986-97.2% |
| Participation rate | 46.1% | 65.6%-19.5pp | 73.1%-27.0pp | 57.2%-11.1pp |
| Annual return | 13.93% | 20.31%-6.4pp | 1063.93%-1050.0pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $429 | $3,198-86.6% | $3,888-89.0% | $3,358-87.2% |
| Admin fee / account holder | $440 | $1,428-69.2% | $5,065-91.3% | $3,203-86.3% |