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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,821 | $150,446-86.2% | $136,297-84.7% | $147,585-85.9% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 83.71% | 1049.14%-965.4pp | 5156.19%-5072.5pp | 578.58%-494.9pp |
| Employer contribution / active EE | $1,294 | $5,256-75.4% | $4,696-72.4% | $4,876-73.5% |
| Participant deferral / active EE | $3,564 | $6,631-46.2% | $6,247-42.9% | $5,439-34.5% |
| Admin fee / account holder | $1,178 | $10,906-89.2% | $9,244-87.3% | $10,886-89.2% |