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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 | $10,950 | $208,088-94.7% | $186,193-94.1% | $154,746-92.9% |
| Participation rate | 61.1% | 80.0%-18.9pp | 77.1%-16.0pp | 80.7%-19.6pp |
| Annual return | 1234.63% | 89.97%+1144.7pp | 78.03%+1156.6pp | 172.34%+1062.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $735 | $7,078-89.6% | $6,513-88.7% | $6,730-89.1% |
| Admin fee / account holder | $654 | $11,698-94.4% | $11,058-94.1% | $14,365-95.4% |