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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 | $7,195 | $156,398-95.4% | $147,318-95.1% | $138,895-94.8% |
| 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 | $2,132 | $4,853-56.1% | $4,593-53.6% | $4,194-49.2% |
| Participant deferral / active EE | $3,186 | $8,237-61.3% | $7,906-59.7% | $6,396-50.2% |
| Admin fee / account holder | $1,127 | $14,976-92.5% | $13,708-91.8% | $12,562-91.0% |