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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 | $23,677 | $102,382-76.9% | $147,005-83.9% | $80,874-70.7% |
| Participation rate | 64.8% | 75.8%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 0.00% | 134.89%-134.9pp | 418.76%-418.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $901 | $3,715-75.8% | $4,934-81.7% | $2,756-67.3% |
| Participant deferral / active EE | $2,223 | $6,646-66.6% | $8,070-72.5% | $4,297-48.3% |
| Admin fee / account holder | $3,983 | $7,942-49.8% | $13,006-69.4% | $6,935-42.6% |