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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 | $3,743 | $75,541-95.0% | $152,093-97.5% | $82,637-95.5% |
| Participation rate | 43.4% | 66.5%-23.1pp | 77.8%-34.4pp | 68.1%-24.7pp |
| Annual return | 1743.76% | 32.56%+1711.2pp | 66.36%+1677.4pp | 53.51%+1690.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $403 | $3,206-87.4% | $5,451-92.6% | $4,126-90.2% |
| Admin fee / account holder | $314 | $6,405-95.1% | $14,497-97.8% | $7,339-95.7% |