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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 | $3,989 | $101,653-96.1% | $147,080-97.3% | $74,459-94.6% |
| Participation rate | 63.9% | 75.6%-11.7pp | 82.2%-18.3pp | 67.2%-3.3pp |
| Annual return | 15.90% | 8754.98%-8739.1pp | 420.17%-404.3pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $643 | $7,304-91.2% | $8,066-92.0% | $4,350-85.2% |
| Admin fee / account holder | $753 | $1,752-57.0% | $12,989-94.2% | $1,945-61.3% |