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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 | $8,601 | $175,231-95.1% | $149,696-94.3% | $139,466-93.8% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,944 | $5,478-64.5% | $4,821-59.7% | $4,754-59.1% |
| Participant deferral / active EE | $4,120 | $6,521-36.8% | $5,682-27.5% | $6,712-38.6% |
| Admin fee / account holder | $1,214 | $16,155-92.5% | $13,212-90.8% | $11,409-89.4% |