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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 | $6,915 | $174,379-96.0% | $152,093-95.5% | $138,895-95.0% |
| Participation rate | 57.9% | 81.6%-23.7pp | 77.8%-19.9pp | 79.9%-22.0pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $26 | $6,159-99.6% | $5,451-99.5% | $6,396-99.6% |
| Admin fee / account holder | $6,083 | $16,880-64.0% | $14,497-58.0% | $12,562-51.6% |