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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 | $18,571 | $150,446-87.7% | $136,297-86.4% | $147,585-87.4% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 11.04% | 1049.14%-1038.1pp | 5156.19%-5145.2pp | 578.58%-567.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $418 | $6,631-93.7% | $6,247-93.3% | $5,439-92.3% |
| Admin fee / account holder | $932 | $10,906-91.5% | $9,244-89.9% | $10,886-91.4% |