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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 | $9,429 | $84,493-88.8% | $125,381-92.5% | $66,938-85.9% |
| Participation rate | 4.2% | 76.4%-72.2pp | 82.4%-78.2pp | 69.8%-65.6pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.31%-572.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $513 | $6,783-92.4% | $7,448-93.1% | $4,238-87.9% |
| Admin fee / account holder | $1,173 | $685+71.2% | $10,007-88.3% | $594+97.6% |