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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 | $2,915 | $182,442-98.4% | $163,379-98.2% | $138,895-97.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 0.00% | 72.74%-72.7pp | 63.41%-63.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,070 | $4,159-74.3% | $3,752-71.5% | $4,194-74.5% |
| Participant deferral / active EE | $1,105 | $6,817-83.8% | $6,282-82.4% | $6,396-82.7% |
| Admin fee / account holder | $673 | $10,396-93.5% | $9,818-93.2% | $12,562-94.6% |