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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 | $6,288 | $102,385-93.9% | $147,080-95.7% | $80,935-92.2% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 26.63% | 135.09%-108.5pp | 420.17%-393.5pp | 35.66%-9.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,346 | $6,651-79.8% | $8,066-83.3% | $4,299-68.7% |
| Admin fee / account holder | $1,974 | $7,951-75.2% | $12,989-84.8% | $6,924-71.5% |