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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 | $27,284 | $171,867-84.1% | $149,716-81.8% | $147,585-81.5% |
| Participation rate | 37.5% | 88.2%-50.7pp | 87.1%-49.6pp | 82.8%-45.3pp |
| Annual return | 9.56% | 2113.36%-2103.8pp | 1501.67%-1492.1pp | 578.58%-569.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,909 | $7,270-73.7% | $6,568-70.9% | $5,439-64.9% |
| Admin fee / account holder | $1,469 | $13,799-89.4% | $11,282-87.0% | $10,886-86.5% |