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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 | $5,485 | $150,442-96.4% | $136,295-96.0% | $147,585-96.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 77.52% | 1049.09%-971.6pp | 5155.97%-5078.5pp | 578.56%-501.0pp |
| Employer contribution / active EE | $2,300 | $5,256-56.3% | $4,695-51.0% | $4,876-52.8% |
| Participant deferral / active EE | $2,909 | $6,630-56.1% | $6,247-53.4% | $5,439-46.5% |
| Admin fee / account holder | $696 | $10,905-93.6% | $9,243-92.5% | $10,885-93.6% |