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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 | $5,159 | $52,353-90.1% | $120,225-95.7% | $82,448-93.7% |
| Participation rate | 29.1% | 58.3%-29.2pp | 69.6%-40.5pp | 68.1%-39.0pp |
| Annual return | 22.84% | 61.85%-39.0pp | 439.23%-416.4pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $523 | $2,627-80.1% | $3,999-86.9% | $4,139-87.4% |
| Admin fee / account holder | $321 | $4,363-92.6% | $5,696-94.4% | $7,234-95.6% |