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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 | $3,535 | $69,248-94.9% | $64,101-94.5% | $139,466-97.5% |
| Participation rate | 13.6% | 75.6%-62.0pp | 72.3%-58.7pp | 80.3%-66.7pp |
| Annual return | 40.17% | 45.95%-5.8pp | 33.72%+6.4pp | 373.66%-333.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $691 | $4,682-85.2% | $3,881-82.2% | $6,712-89.7% |
| Admin fee / account holder | $1,877 | $4,247-55.8% | $3,070-38.9% | $11,409-83.5% |