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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 | $3,459 | $110,093-96.9% | $97,295-96.4% | $145,897-97.6% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 0.00% | 244.76%-244.8pp | 75.62%-75.6pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,355 | $3,077-56.0% | $2,723-50.3% | $4,663-70.9% |
| Participant deferral / active EE | $2,279 | $4,678-51.3% | $4,264-46.5% | $6,689-65.9% |
| Admin fee / account holder | $688 | $6,212-88.9% | $5,646-87.8% | $13,390-94.9% |