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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 | $17,666 | $160,059-89.0% | $140,019-87.4% | $135,382-87.0% |
| Participation rate | 27.3% | 88.5%-61.3pp | 87.5%-60.2pp | 82.6%-55.4pp |
| Annual return | -8.63% | 911.44%-920.1pp | 651.15%-659.8pp | 519.77%-528.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,417 | $7,641-68.4% | $6,927-65.1% | $5,609-56.9% |
| Admin fee / account holder | $667 | $13,328-95.0% | $10,705-93.8% | $10,829-93.8% |