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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 | $20,337 | $150,447-86.5% | $136,298-85.1% | $147,586-86.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 45.69% | 1049.15%-1003.5pp | 5156.27%-5110.6pp | 578.59%-532.9pp |
| Employer contribution / active EE | $3,831 | $5,256-27.1% | $4,696-18.4% | $4,876-21.4% |
| Participant deferral / active EE | $7,553 | $6,631+13.9% | $6,247+20.9% | $5,439+38.9% |
| Admin fee / account holder | $849 | $10,906-92.2% | $9,244-90.8% | $10,886-92.2% |