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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 | $5,078 | $56,197-91.0% | $67,652-92.5% | $59,633-91.5% |
| Participation rate | 19.2% | 71.5%-52.3pp | 75.7%-56.5pp | 68.7%-49.5pp |
| Annual return | 63.63% | 18508.10%-18444.5pp | 6625.40%-6561.8pp | 2041.45%-1977.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $233 | $2,844-91.8% | $3,560-93.5% | $3,192-92.7% |
| Admin fee / account holder | $3,025 | $3,958-23.6% | $4,821-37.2% | $4,297-29.6% |