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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 | $3,322 | $174,379-98.1% | $152,093-97.8% | $138,895-97.6% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,001 | $4,652-78.5% | $4,175-76.0% | $4,194-76.1% |
| Participant deferral / active EE | $1,055 | $6,159-82.9% | $5,451-80.6% | $6,396-83.5% |
| Admin fee / account holder | $1,175 | $16,880-93.0% | $14,497-91.9% | $12,562-90.6% |