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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 | $12,853 | $73,532-82.5% | $178,505-92.8% | $74,478-82.7% |
| Participation rate | 13.0% | 66.6%-53.6pp | 77.1%-64.2pp | 67.2%-54.3pp |
| Annual return | 0.00% | 17.49%-17.5pp | 27.16%-27.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $400 | $4,519-91.1% | $6,280-93.6% | $4,350-90.8% |
| Admin fee / account holder | $8,467 | $1,813+367.1% | $10,428-18.8% | $1,946+335.1% |