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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 | $3,926 | $160,028-97.5% | $147,080-97.3% | $145,884-97.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,279 | $5,286-75.8% | $4,933-74.1% | $4,662-72.6% |
| Participant deferral / active EE | $1,857 | $8,422-78.0% | $8,066-77.0% | $6,690-72.2% |
| Admin fee / account holder | $974 | $15,030-93.5% | $12,989-92.5% | $13,392-92.7% |