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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 | $9,836 | $58,927-83.3% | $76,823-87.2% | $72,983-86.5% |
| Participation rate | 15.7% | 67.3%-51.6pp | 72.1%-56.4pp | 69.5%-53.8pp |
| Annual return | 54.46% | 2305.64%-2251.2pp | 1166.42%-1112.0pp | 81.01%-26.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $357 | $2,690-86.7% | $3,336-89.3% | $3,608-90.1% |
| Admin fee / account holder | $1,050 | $4,013-73.8% | $6,422-83.7% | $5,124-79.5% |