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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 | $5,644 | $29,525-80.9% | $56,033-89.9% | $77,736-92.7% |
| Participation rate | 7.1% | 32.7%-25.6pp | 52.5%-45.4pp | 70.6%-63.5pp |
| Annual return | 27.67% | 18.90%+8.8pp | 1711.38%-1683.7pp | 31.26%-3.6pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $264 | $1,062-75.1% | $1,954-86.5% | $4,651-94.3% |
| Admin fee / account holder | $740 | $1,040-28.9% | $2,827-73.8% | $433+70.7% |