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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 | $3,823 | $102,595-96.3% | $94,057-95.9% | $154,746-97.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,251 | $3,147-60.3% | $2,933-57.4% | $4,379-71.4% |
| Participant deferral / active EE | $1,893 | $5,118-63.0% | $4,709-59.8% | $6,730-71.9% |
| Admin fee / account holder | $1,285 | $7,736-83.4% | $7,244-82.3% | $14,365-91.1% |