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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 | $101,591-96.1% | $147,096-97.3% | $74,429-94.6% |
| Participation rate | 63.9% | 75.5%-11.6pp | 82.2%-18.3pp | 67.2%-3.3pp |
| Annual return | 15.90% | 8746.45%-8730.6pp | 419.75%-403.9pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $643 | $7,302-91.2% | $8,071-92.0% | $4,348-85.2% |
| Admin fee / account holder | $753 | $1,750-57.0% | $13,005-94.2% | $1,944-61.3% |