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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 | $10,322 | $100,033-89.7% | $149,716-93.1% | $70,124-85.3% |
| Participation rate | 40.4% | 83.6%-43.2pp | 87.1%-46.7pp | 69.5%-29.2pp |
| Annual return | 22.22% | 27.43%-5.2pp | 1501.67%-1479.4pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,726 | $4,982-65.4% | $6,568-73.7% | $3,332-48.2% |
| Admin fee / account holder | $1,356 | $8,285-83.6% | $11,282-88.0% | $4,645-70.8% |