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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 | $1,735 | $100,203-98.3% | $85,240-98.0% | $145,897-98.8% |
| Participation rate | 38.1% | 74.1%-36.0pp | 67.5%-29.4pp | 80.3%-42.2pp |
| Annual return | 9.61% | 84.28%-74.7pp | 66.75%-57.1pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $570 | $5,299-89.2% | $4,527-87.4% | $6,689-91.5% |
| Admin fee / account holder | $302 | $7,265-95.8% | $6,165-95.1% | $13,390-97.7% |