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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 | $13,584 | $88,186-84.6% | $165,071-91.8% | $74,459-81.8% |
| Participation rate | 3.5% | 73.1%-69.7pp | 78.6%-75.1pp | 67.2%-63.7pp |
| Annual return | 47.69% | 17.13%+30.6pp | 70.17%-22.5pp | 1369.70%-1322.0pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $114 | $4,505-97.5% | $6,035-98.1% | $4,350-97.4% |
| Admin fee / account holder | $7,841 | $2,234+251.0% | $12,695-38.2% | $1,945+303.2% |