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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 | $7,786 | $176,105-95.6% | $159,474-95.1% | $167,536-95.4% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,074 | $5,299-79.7% | $4,831-77.8% | $4,839-77.8% |
| Participant deferral / active EE | $1,882 | $7,751-75.7% | $7,353-74.4% | $6,342-70.3% |
| Admin fee / account holder | $511 | $12,559-95.9% | $10,802-95.3% | $12,315-95.9% |