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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 | $6,417 | $70,684-90.9% | $169,390-96.2% | $75,173-91.5% |
| Participation rate | 11.0% | 64.8%-53.8pp | 77.2%-66.2pp | 67.2%-56.2pp |
| Annual return | 23.19% | 36.38%-13.2pp | 406.07%-382.9pp | 160.72%-137.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $363 | $4,310-91.6% | $6,222-94.2% | $4,126-91.2% |
| Admin fee / account holder | $536 | $5,404-90.1% | $9,015-94.1% | $5,651-90.5% |