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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 | $8,303 | $138,114-94.0% | $125,391-93.4% | $134,545-93.8% |
| Participation rate | 36.4% | 84.5%-48.1pp | 82.4%-46.0pp | 81.2%-44.9pp |
| Annual return | -19.18% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,175 | $5,246-77.6% | $4,816-75.6% | $4,742-75.2% |
| Participant deferral / active EE | $1,641 | $7,801-79.0% | $7,448-78.0% | $6,401-74.4% |
| Admin fee / account holder | $326 | $11,570-97.2% | $10,009-96.7% | $11,431-97.1% |