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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 | $11,252 | $91,537-87.7% | $130,045-91.3% | $75,173-85.0% |
| Participation rate | 30.2% | 71.5%-41.2pp | 78.5%-48.3pp | 67.2%-37.0pp |
| Annual return | 0.00% | -631.55%+631.5pp | -137.30%+137.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $767 | $2,845-73.0% | $4,321-82.2% | $2,671-71.3% |
| Participant deferral / active EE | $1,434 | $4,343-67.0% | $5,820-75.4% | $4,126-65.2% |
| Admin fee / account holder | $458 | $6,780-93.2% | $10,600-95.7% | $5,651-91.9% |