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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 | $3,432 | $51,638-93.4% | $129,406-97.3% | $80,959-95.8% |
| Participation rate | 6.9% | 56.9%-50.0pp | 69.6%-62.8pp | 67.7%-60.8pp |
| Annual return | 17.71% | 20.78%-3.1pp | 9468.18%-9450.5pp | 35.67%-18.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $267 | $2,670-90.0% | $4,167-93.6% | $4,300-93.8% |
| Admin fee / account holder | $560 | $4,313-87.0% | $7,689-92.7% | $6,925-91.9% |