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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 | $5,606 | $100,139-94.4% | $85,187-93.4% | $145,884-96.2% |
| Participation rate | 8.3% | 74.1%-65.8pp | 67.5%-59.2pp | 80.3%-72.0pp |
| Annual return | 13.72% | 84.15%-70.4pp | 66.67%-52.9pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $94 | $5,296-98.2% | $4,525-97.9% | $6,690-98.6% |
| Admin fee / account holder | $319 | $7,262-95.6% | $6,162-94.8% | $13,392-97.6% |