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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 | $6,236 | $57,305-89.1% | $86,640-92.8% | $75,173-91.7% |
| Participation rate | 5.1% | 63.2%-58.1pp | 71.7%-66.6pp | 67.2%-62.1pp |
| Annual return | 28.43% | 2674.24%-2645.8pp | 592.52%-564.1pp | 160.72%-132.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $145 | $3,320-95.6% | $4,438-96.7% | $4,126-96.5% |
| Admin fee / account holder | $392 | $4,116-90.5% | $5,616-93.0% | $5,651-93.1% |