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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 | $855 | $29,319-97.1% | $52,425-98.4% | $82,448-99.0% |
| Participation rate | 30.0% | 46.9%-16.9pp | 55.6%-25.6pp | 68.1%-38.1pp |
| Annual return | 19.57% | 535.20%-515.6pp | 302.12%-282.5pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $222 | $1,171-81.0% | $1,790-87.6% | $4,139-94.6% |
| Admin fee / account holder | $415 | $1,962-78.8% | $2,495-83.3% | $7,234-94.3% |