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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 | $23,058 | $150,447-84.7% | $136,298-83.1% | $147,586-84.4% |
| Participation rate | 40.9% | 84.4%-43.5pp | 81.9%-41.0pp | 82.8%-41.9pp |
| Annual return | 17.15% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,934 | $6,631-70.8% | $6,247-69.0% | $5,439-64.4% |
| Admin fee / account holder | $2,814 | $10,906-74.2% | $9,244-69.6% | $10,886-74.2% |