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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 | $2,860 | $34,316-91.7% | $74,722-96.2% | $72,975-96.1% |
| Participation rate | 11.3% | 42.4%-31.1pp | 54.5%-43.1pp | 69.5%-58.2pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $184 | $692-73.3% | $1,084-83.0% | $2,440-92.4% |
| Participant deferral / active EE | $230 | $1,272-81.9% | $1,963-88.3% | $3,608-93.6% |
| Admin fee / account holder | $1,107 | $2,125-47.9% | $3,335-66.8% | $5,124-78.4% |