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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 | $9,411 | $91,536-89.7% | $130,062-92.8% | $75,177-87.5% |
| Participation rate | 27.4% | 71.5%-44.1pp | 78.5%-51.1pp | 67.2%-39.8pp |
| Annual return | 0.00% | -631.62%+631.6pp | -137.37%+137.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $368 | $2,845-87.0% | $4,322-91.5% | $2,671-86.2% |
| Participant deferral / active EE | $2,950 | $4,343-32.1% | $5,821-49.3% | $4,126-28.5% |
| Admin fee / account holder | $659 | $6,780-90.3% | $10,601-93.8% | $5,651-88.3% |