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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 | $10,346 | $85,766-87.9% | $136,297-92.4% | $70,124-85.2% |
| Participation rate | 67.1% | 74.2%-7.1pp | 81.9%-14.8pp | 69.5%-2.4pp |
| Annual return | 788.12% | 31.45%+756.7pp | 5156.19%-4368.1pp | 73.14%+715.0pp |
| Employer contribution / active EE | $1,385 | $2,966-53.3% | $4,696-70.5% | $2,342-40.9% |
| Participant deferral / active EE | $2,071 | $5,051-59.0% | $6,247-66.8% | $3,332-37.8% |
| Admin fee / account holder | $1,666 | $5,420-69.3% | $9,244-82.0% | $4,645-64.1% |