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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 | $3,000 | $110,039-97.3% | $97,260-96.9% | $145,884-97.9% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 0.00% | 244.44%-244.4pp | 75.54%-75.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $703 | $3,074-77.1% | $2,721-74.2% | $4,662-84.9% |
| Participant deferral / active EE | $1,125 | $4,674-75.9% | $4,262-73.6% | $6,690-83.2% |
| Admin fee / account holder | $324 | $6,204-94.8% | $5,640-94.3% | $13,392-97.6% |