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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 | $15,842 | $52,507-69.8% | $129,406-87.8% | $74,478-78.7% |
| Participation rate | 52.2% | 53.9%-1.7pp | 69.6%-17.5pp | 67.2%-15.0pp |
| Annual return | 0.00% | 15.64%-15.6pp | 9468.18%-9468.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $456 | $1,534-70.3% | $4,155-89.0% | $2,626-82.7% |
| Participant deferral / active EE | $745 | $2,801-73.4% | $4,167-82.1% | $4,350-82.9% |
| Admin fee / account holder | $3,294 | $2,639+24.8% | $7,689-57.2% | $1,946+69.3% |