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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 | $18,245 | $62,166-70.7% | $81,286-77.6% | $74,429-75.5% |
| Participation rate | 7.4% | 64.1%-56.6pp | 69.5%-62.1pp | 67.2%-59.8pp |
| Annual return | 0.00% | 16.50%-16.5pp | 24.80%-24.8pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,463-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $122 | $3,223-96.2% | $3,883-96.9% | $4,348-97.2% |
| Admin fee / account holder | $1,829 | $1,925-5.0% | $5,764-68.3% | $1,944-5.9% |