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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 | $6,019 | $96,643-93.8% | $86,617-93.1% | $139,456-95.7% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.5pp | 80.3%-24.1pp |
| Annual return | 13.27% | 106.57%-93.3pp | 591.91%-578.6pp | 373.45%-360.2pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $684 | $4,835-85.8% | $4,437-84.6% | $6,711-89.8% |
| Admin fee / account holder | $376 | $6,406-94.1% | $5,613-93.3% | $11,407-96.7% |