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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 | $2,037 | $55,889-96.4% | $76,119-97.3% | $80,935-97.5% |
| Participation rate | 7.1% | 62.1%-54.9pp | 69.1%-61.9pp | 67.7%-60.5pp |
| Annual return | 138.69% | 20.58%+118.1pp | 361.25%-222.6pp | 35.66%+103.0pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $180 | $3,051-94.1% | $4,259-95.8% | $4,299-95.8% |
| Admin fee / account holder | $602 | $5,241-88.5% | $6,421-90.6% | $6,924-91.3% |