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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 | $5,776 | $45,109-87.2% | $85,240-93.2% | $77,762-92.6% |
| Participation rate | 5.0% | 48.7%-43.7pp | 67.5%-62.5pp | 70.6%-65.6pp |
| Annual return | 71.26% | 79.55%-8.3pp | 66.75%+4.5pp | 31.27%+40.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $146 | $2,814-94.8% | $4,527-96.8% | $4,651-96.9% |
| Admin fee / account holder | $975 | $915+6.5% | $6,165-84.2% | $433+125.1% |