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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 | $3,820 | $64,705-94.1% | $62,929-93.9% | $67,986-94.4% |
| Participation rate | 26.0% | 65.6%-39.6pp | 73.1%-47.1pp | 57.2%-31.2pp |
| Annual return | 23.34% | 20.31%+3.0pp | 1063.93%-1040.6pp | 31.67%-8.3pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $651 | $3,198-79.6% | $3,888-83.3% | $3,358-80.6% |
| Admin fee / account holder | $357 | $1,428-75.0% | $5,065-93.0% | $3,203-88.9% |