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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 | $14,997 | $160,040-90.6% | $147,096-89.8% | $145,877-89.7% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,074 | $5,289-79.7% | $4,936-78.2% | $4,663-77.0% |
| Participant deferral / active EE | $1,169 | $8,429-86.1% | $8,071-85.5% | $6,691-82.5% |
| Admin fee / account holder | $867 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |