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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 | $2,932 | $128,603-97.7% | $197,124-98.5% | $67,986-95.7% |
| Participation rate | 9.0% | 81.7%-72.7pp | 86.7%-77.7pp | 57.2%-48.2pp |
| Annual return | 66.56% | 23.77%+42.8pp | 44.34%+22.2pp | 31.67%+34.9pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $230 | $6,840-96.6% | $9,135-97.5% | $3,358-93.1% |
| Admin fee / account holder | $586 | $3,035-80.7% | $16,298-96.4% | $3,203-81.7% |