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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 | $22,721 | $150,447-84.9% | $136,298-83.3% | $147,586-84.6% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 118.06% | 1049.15%-931.1pp | 5156.27%-5038.2pp | 578.59%-460.5pp |
| Employer contribution / active EE | $4,425 | $5,256-15.8% | $4,696-5.8% | $4,876-9.3% |
| Participant deferral / active EE | $6,767 | $6,631+2.1% | $6,247+8.3% | $5,439+24.4% |
| Admin fee / account holder | $591 | $10,906-94.6% | $9,244-93.6% | $10,886-94.6% |