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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 | $3,838 | $102,595-96.3% | $94,057-95.9% | $154,746-97.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 119.90% | 583.42%-463.5pp | 480.62%-360.7pp | 172.34%-52.4pp |
| Employer contribution / active EE | $1,325 | $3,147-57.9% | $2,933-54.8% | $4,379-69.7% |
| Participant deferral / active EE | $1,462 | $5,118-71.4% | $4,709-68.9% | $6,730-78.3% |
| Admin fee / account holder | $894 | $7,736-88.4% | $7,244-87.7% | $14,365-93.8% |