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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 | $28,893 | $202,342-85.7% | $172,752-83.3% | $152,897-81.1% |
| Participation rate | 23.8% | 87.1%-63.2pp | 82.6%-58.8pp | 82.5%-58.6pp |
| Annual return | 53.66% | 1029.83%-976.2pp | 802.97%-749.3pp | 345.43%-291.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,085 | $5,948-65.0% | $5,198-59.9% | $5,851-64.4% |
| Admin fee / account holder | $4,310 | $17,111-74.8% | $13,955-69.1% | $11,599-62.8% |