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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 | $5,830 | $55,902-89.6% | $76,030-92.3% | $80,959-92.8% |
| Participation rate | 7.1% | 62.1%-54.9pp | 69.1%-61.9pp | 67.7%-60.5pp |
| Annual return | 0.00% | 20.59%-20.6pp | 361.54%-361.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $214 | $3,051-93.0% | $4,257-95.0% | $4,300-95.0% |
| Admin fee / account holder | $1,433 | $5,239-72.7% | $6,421-77.7% | $6,925-79.3% |