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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 | $13,808 | $150,446-90.8% | $136,297-89.9% | $147,585-90.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 32.44% | 1049.14%-1016.7pp | 5156.19%-5123.8pp | 578.58%-546.1pp |
| Employer contribution / active EE | $1,944 | $5,256-63.0% | $4,696-58.6% | $4,876-60.1% |
| Participant deferral / active EE | $3,359 | $6,631-49.3% | $6,247-46.2% | $5,439-38.2% |
| Admin fee / account holder | $305 | $10,906-97.2% | $9,244-96.7% | $10,886-97.2% |