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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 | $6,275 | $84,685-92.6% | $73,836-91.5% | $125,389-95.0% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -3.10% | 3123.80%-3126.9pp | 2268.06%-2271.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,117 | $3,123-64.2% | $2,787-59.9% | $4,866-77.0% |
| Participant deferral / active EE | $1,924 | $3,993-51.8% | $3,583-46.3% | $5,352-64.1% |
| Admin fee / account holder | $892 | $5,694-84.3% | $4,882-81.7% | $9,541-90.7% |