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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 | $7,951 | $96,236-91.7% | $136,072-94.2% | $80,935-90.2% |
| Participation rate | 2.7% | 71.2%-68.5pp | 76.4%-73.8pp | 67.7%-65.0pp |
| Annual return | 12.59% | 28.74%-16.1pp | 580.46%-567.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,216-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $147 | $5,709-97.4% | $7,028-97.9% | $4,299-96.6% |
| Admin fee / account holder | $1,071 | $8,250-87.0% | $6,718-84.1% | $6,924-84.5% |