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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 | $9,538 | $79,223-88.0% | $102,460-90.7% | $74,478-87.2% |
| Participation rate | 23.4% | 74.8%-51.4pp | 76.5%-53.2pp | 67.2%-43.9pp |
| Annual return | 0.00% | 54.98%-55.0pp | 29.47%-29.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $640 | $4,417-85.5% | $5,056-87.3% | $4,350-85.3% |
| Admin fee / account holder | $490 | $2,003-75.6% | $9,460-94.8% | $1,946-74.8% |