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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 | $2,997 | $52,450-94.3% | $129,384-97.7% | $74,459-96.0% |
| Participation rate | 7.7% | 53.8%-46.2pp | 69.6%-61.9pp | 67.2%-59.5pp |
| Annual return | 14.99% | 15.65%-0.7pp | 9461.77%-9446.8pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $116 | $2,797-95.8% | $4,166-97.2% | $4,350-97.3% |
| Admin fee / account holder | $854 | $2,636-67.6% | $7,686-88.9% | $1,945-56.1% |