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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 | $5,599 | $102,696-94.5% | $86,235-93.5% | $139,487-96.0% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 0.00% | 1925.91%-1925.9pp | 1170.03%-1170.0pp | 373.84%-373.8pp |
| Employer contribution / active EE | $884 | $3,034-70.9% | $2,381-62.9% | $4,755-81.4% |
| Participant deferral / active EE | $1,068 | $4,679-77.2% | $3,987-73.2% | $6,713-84.1% |
| Admin fee / account holder | $703 | $8,667-91.9% | $6,856-89.8% | $11,407-93.8% |