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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 | $10,725 | $82,678-87.0% | $125,391-91.4% | $68,490-84.3% |
| Participation rate | 27.3% | 75.1%-47.8pp | 82.4%-55.1pp | 67.9%-40.6pp |
| Annual return | -18.33% | -5.97%-12.4pp | 572.41%-590.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,478 | $6,111-75.8% | $7,448-80.2% | $4,028-63.3% |
| Admin fee / account holder | $526 | $6,277-91.6% | $10,009-94.7% | $5,403-90.3% |