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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 | $6,729 | $45,126-85.1% | $85,187-92.1% | $74,459-91.0% |
| Participation rate | 5.6% | 49.4%-43.8pp | 67.5%-61.9pp | 67.2%-61.6pp |
| Annual return | 0.00% | 26.30%-26.3pp | 66.67%-66.7pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $488 | $2,738-82.2% | $4,525-89.2% | $4,350-88.8% |
| Admin fee / account holder | $536 | $2,212-75.8% | $6,162-91.3% | $1,945-72.4% |