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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 | $2,369 | $101,672-97.7% | $147,117-98.4% | $74,478-96.8% |
| Participation rate | 17.7% | 75.5%-57.8pp | 82.2%-64.5pp | 67.2%-49.5pp |
| Annual return | 1653.45% | 8757.83%-7104.4pp | 420.54%+1232.9pp | 1370.56%+282.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $250 | $7,305-96.6% | $8,065-96.9% | $4,350-94.3% |
| Admin fee / account holder | $466 | $1,753-73.4% | $12,993-96.4% | $1,946-76.1% |