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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 | $6,077 | $93,617-93.5% | $135,982-95.5% | $75,177-91.9% |
| Participation rate | 14.5% | 75.2%-60.7pp | 81.9%-67.4pp | 67.2%-52.7pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $442 | $6,406-93.1% | $7,760-94.3% | $4,126-89.3% |
| Admin fee / account holder | $4,978 | $6,980-28.7% | $10,767-53.8% | $5,651-11.9% |