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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 | $5,293 | $59,006-91.0% | $97,295-94.6% | $74,478-92.9% |
| Participation rate | 6.7% | 63.7%-57.0pp | 72.7%-66.0pp | 67.2%-60.6pp |
| Annual return | 57.42% | 16.04%+41.4pp | 75.62%-18.2pp | 1370.56%-1313.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $272 | $3,671-92.6% | $4,264-93.6% | $4,350-93.7% |
| Admin fee / account holder | $1,048 | $1,974-46.9% | $5,646-81.4% | $1,946-46.1% |