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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 | $13,540 | $85,766-84.2% | $136,298-90.1% | $70,126-80.7% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $552 | $2,966-81.4% | $4,696-88.2% | $2,343-76.4% |
| Participant deferral / active EE | $1,526 | $5,051-69.8% | $6,247-75.6% | $3,332-54.2% |
| Admin fee / account holder | $1,404 | $5,421-74.1% | $9,244-84.8% | $4,645-69.8% |