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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 | $2,184 | $58,275-96.3% | $81,844-97.3% | $80,935-97.3% |
| Participation rate | 31.4% | 63.5%-32.0pp | 72.4%-41.0pp | 67.7%-36.2pp |
| Annual return | 13.10% | 41.82%-28.7pp | 778.87%-765.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $519 | $3,285-84.2% | $4,323-88.0% | $4,299-87.9% |
| Admin fee / account holder | $320 | $4,749-93.3% | $7,355-95.6% | $6,924-95.4% |