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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 | $1,718 | $27,943-93.9% | $58,507-97.1% | $75,177-97.7% |
| Participation rate | 8.0% | 38.8%-30.8pp | 50.9%-42.9pp | 67.2%-59.2pp |
| Annual return | 1999.65% | 44.22%+1955.4pp | 4252.32%-2252.7pp | 160.75%+1838.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $152 | $1,202-87.3% | $1,922-92.1% | $4,126-96.3% |
| Admin fee / account holder | $20,659 | $1,727+1096.1% | $2,486+731.0% | $5,651+265.6% |