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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 | $2,396 | $100,938-97.6% | $90,461-97.4% | $158,982-98.5% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.7%-51.3pp | 82.0%-60.5pp |
| Annual return | 51.49% | 1727.20%-1675.7pp | 1294.76%-1243.3pp | 302.99%-251.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $619 | $4,350-85.8% | $3,964-84.4% | $5,983-89.7% |
| Admin fee / account holder | $379 | $6,510-94.2% | $5,617-93.3% | $11,252-96.6% |