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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 | $6,359 | $96,691-93.4% | $86,656-92.7% | $139,487-95.4% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 0.00% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,658 | $3,267-49.2% | $3,025-45.2% | $4,755-65.1% |
| Participant deferral / active EE | $1,857 | $4,838-61.6% | $4,439-58.2% | $6,713-72.3% |
| Admin fee / account holder | $350 | $6,414-94.5% | $5,619-93.8% | $11,407-96.9% |