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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 | $12,384 | $101,591-87.8% | $147,096-91.6% | $74,429-83.4% |
| Participation rate | 22.8% | 75.5%-52.8pp | 82.2%-59.4pp | 67.2%-44.5pp |
| Annual return | 0.00% | 8746.45%-8746.5pp | 419.75%-419.7pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $2,731 | $3,813-28.4% | $4,936-44.7% | $2,625+4.1% |
| Participant deferral / active EE | $944 | $7,302-87.1% | $8,071-88.3% | $4,348-78.3% |
| Admin fee / account holder | $539 | $1,750-69.2% | $13,005-95.9% | $1,944-72.3% |