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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 | $18,036 | $91,537-80.3% | $130,045-86.1% | $75,173-76.0% |
| Participation rate | 45.2% | 71.5%-26.3pp | 78.5%-33.3pp | 67.2%-22.0pp |
| Annual return | 0.00% | -631.55%+631.5pp | -137.30%+137.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $2,234 | $2,845-21.5% | $4,321-48.3% | $2,671-16.3% |
| Participant deferral / active EE | $4,775 | $4,343+9.9% | $5,820-18.0% | $4,126+15.7% |
| Admin fee / account holder | $1,505 | $6,780-77.8% | $10,600-85.8% | $5,651-73.4% |