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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 | $15,871 | $101,591-84.4% | $147,096-89.2% | $74,429-78.7% |
| Participation rate | 32.1% | 75.5%-43.4pp | 82.2%-50.0pp | 67.2%-35.1pp |
| Annual return | 14.98% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,893 | $7,302-74.1% | $8,071-76.5% | $4,348-56.5% |
| Admin fee / account holder | $906 | $1,750-48.2% | $13,005-93.0% | $1,944-53.4% |