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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 | $558 | $227,399-99.8% | $189,758-99.7% | $198,609-99.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 11.33% | 61.03%-49.7pp | 52.62%-41.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $4,074 | $5,526-26.3% | $4,767-14.5% | $5,055-19.4% |
| Participant deferral / active EE | $603 | $6,837-91.2% | $5,856-89.7% | $6,977-91.4% |
| Admin fee / account holder | $386,350 | $25,162+1435.4% | $20,388+1795.0% | $19,030+1930.2% |