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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $11,765 | $82,678-85.8% | $125,391-90.6% | $68,490-82.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 82.4%-25.2pp | 67.9%-10.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,259 | $6,111+84.2% | $7,448+51.2% | $4,028+179.5% |
| Admin fee / account holder | $515 | $6,277-91.8% | $10,009-94.9% | $5,403-90.5% |