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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 | $11,958 | $160,040-92.5% | $147,096-91.9% | $145,877-91.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,939 | $5,289-44.4% | $4,936-40.5% | $4,663-37.0% |
| Participant deferral / active EE | $10,487 | $8,429+24.4% | $8,071+29.9% | $6,691+56.7% |
| Admin fee / account holder | $2,022 | $15,050-86.6% | $13,005-84.5% | $13,402-84.9% |