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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 | $15,383 | $92,224-83.3% | $105,223-85.4% | $79,634-80.7% |
| Participation rate | 0.9% | 69.2%-68.3pp | 75.0%-74.2pp | 62.5%-61.6pp |
| Annual return | 25.01% | 88.65%-63.6pp | 180.65%-155.6pp | 36.46%-11.4pp |
| Employer contribution / active EE | $0 | $3,965-100.0% | $3,689-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $47 | $3,834-98.8% | $5,072-99.1% | $3,835-98.8% |
| Admin fee / account holder | $2,943 | $1,121+162.6% | $8,859-66.8% | $1,002+193.7% |