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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 | $728 | $102,422-99.3% | $147,117-99.5% | $80,959-99.1% |
| Participation rate | 24.1% | 75.9%-51.8pp | 82.2%-58.1pp | 67.7%-43.6pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $205 | $6,652-96.9% | $8,065-97.5% | $4,300-95.2% |
| Admin fee / account holder | $349 | $7,953-95.6% | $12,993-97.3% | $6,925-95.0% |