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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 | $8,438 | $111,535-92.4% | $105,223-92.0% | $137,256-93.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,318 | $3,939-66.5% | $3,689-64.3% | $4,156-68.3% |
| Participant deferral / active EE | $4,520 | $5,500-17.8% | $5,072-10.9% | $6,407-29.5% |
| Admin fee / account holder | $710 | $9,721-92.7% | $8,859-92.0% | $12,270-94.2% |