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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 | $5,681 | $156,398-96.4% | $147,318-96.1% | $138,895-95.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,247 | $4,853-53.7% | $4,593-51.1% | $4,194-46.4% |
| Participant deferral / active EE | $3,665 | $8,237-55.5% | $7,906-53.7% | $6,396-42.7% |
| Admin fee / account holder | $771 | $14,976-94.9% | $13,708-94.4% | $12,562-93.9% |