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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 | $3,894 | $55,446-93.0% | $155,574-97.5% | $74,429-94.8% |
| Participation rate | 5.5% | 61.9%-56.4pp | 78.2%-72.7pp | 67.2%-61.8pp |
| Annual return | 12.75% | 269.20%-256.5pp | 64.87%-52.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $69 | $2,836-97.6% | $5,629-98.8% | $4,348-98.4% |
| Admin fee / account holder | $362 | $1,743-79.3% | $15,914-97.7% | $1,944-81.4% |