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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 | $5,579 | $125,237-95.5% | $105,608-94.7% | $145,877-96.2% |
| Participation rate | 54.5% | 77.7%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 0.00% | 225.76%-225.8pp | 116.50%-116.5pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,510 | $3,720-59.4% | $3,167-52.3% | $4,663-67.6% |
| Participant deferral / active EE | $1,929 | $5,711-66.2% | $5,010-61.5% | $6,691-71.2% |
| Admin fee / account holder | $554 | $17,287-96.8% | $11,028-95.0% | $13,402-95.9% |