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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 | $12,841 | $180,101-92.9% | $121,204-89.4% | - |
| Participation rate | 3.0% | 65.2%-62.2pp | 69.5%-66.5pp | - |
| Annual return | 32.50% | 26.77%+5.7pp | 987.18%-954.7pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $4,170-100.0% | - |
| Participant deferral / active EE | $266 | $4,104-93.5% | $4,083-93.5% | - |
| Admin fee / account holder | $1,535 | $23,406-93.4% | $5,651-72.8% | - |