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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 | $10,393 | $85,766-87.9% | $136,298-92.4% | $70,126-85.2% |
| Participation rate | 51.1% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 56.30% | 31.46%+24.8pp | 5156.27%-5100.0pp | 73.15%-16.8pp |
| Employer contribution / active EE | $959 | $2,966-67.7% | $4,696-79.6% | $2,343-59.0% |
| Participant deferral / active EE | $1,977 | $5,051-60.9% | $6,247-68.4% | $3,332-40.7% |
| Admin fee / account holder | $1,164 | $5,421-78.5% | $9,244-87.4% | $4,645-75.0% |