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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 | $21,581 | $101,499-78.7% | $147,005-85.3% | $74,546-71.0% |
| Participation rate | 35.5% | 75.5%-40.1pp | 82.2%-46.7pp | 67.2%-31.7pp |
| Annual return | 24.97% | 8732.34%-8707.4pp | 418.76%-393.8pp | 1366.03%-1341.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,882 | $7,304-60.5% | $8,070-64.3% | $4,347-33.7% |
| Admin fee / account holder | $3,439 | $1,748+96.8% | $13,006-73.6% | $1,944+77.0% |