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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 | $24,343 | $62,409-61.0% | $120,524-79.8% | $74,429-67.3% |
| Participation rate | 6.4% | 56.8%-50.4pp | 71.9%-65.6pp | 67.2%-60.9pp |
| Annual return | 13.01% | 18.62%-5.6pp | 107.36%-94.4pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,469-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $325 | $2,888-88.8% | $4,994-93.5% | $4,348-92.5% |
| Admin fee / account holder | $520 | $2,394-78.3% | $9,440-94.5% | $1,944-73.3% |