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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 | $20,823 | $102,393-79.7% | $147,041-85.8% | $80,911-74.3% |
| Participation rate | 31.2% | 75.9%-44.7pp | 82.2%-51.0pp | 67.6%-36.5pp |
| Annual return | 13.32% | 134.95%-121.6pp | 419.21%-405.9pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,922 | $6,647-71.1% | $8,071-76.2% | $4,297-55.3% |
| Admin fee / account holder | $3,579 | $7,943-54.9% | $13,006-72.5% | $6,935-48.4% |