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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 | $10,916 | $53,236-79.5% | $86,233-87.3% | $103,975-89.5% |
| Participation rate | 1.5% | 34.4%-32.9pp | 69.0%-67.6pp | 72.5%-71.1pp |
| Annual return | 17.07% | 16.04%+1.0pp | 61.39%-44.3pp | 19.41%-2.3pp |
| Employer contribution / active EE | $0 | $1,362-100.0% | $2,504-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $46 | $2,309-98.0% | $4,559-99.0% | $5,343-99.1% |
| Admin fee / account holder | $2,328 | $2,172+7.2% | $8,342-72.1% | $332+600.4% |