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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 | $2,330 | $88,754-97.4% | $81,820-97.2% | $145,877-98.4% |
| Participation rate | 30.8% | 75.1%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 0.00% | 1031.77%-1031.8pp | 777.93%-777.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $360 | $3,085-88.3% | $2,915-87.7% | $4,663-92.3% |
| Participant deferral / active EE | $623 | $4,648-86.6% | $4,323-85.6% | $6,691-90.7% |
| Admin fee / account holder | $372 | $8,424-95.6% | $7,391-95.0% | $13,402-97.2% |