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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 | $4,441 | $150,447-97.0% | $136,298-96.7% | $147,586-97.0% |
| Participation rate | 29.4% | 84.4%-55.0pp | 81.9%-52.5pp | 82.8%-53.4pp |
| Annual return | 24.11% | 1049.15%-1025.0pp | 5156.27%-5132.2pp | 578.59%-554.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $959 | $6,631-85.5% | $6,247-84.6% | $5,439-82.4% |
| Admin fee / account holder | $957 | $10,906-91.2% | $9,244-89.6% | $10,886-91.2% |