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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 | $11,559 | $60,454-80.9% | $81,844-85.9% | $74,459-84.5% |
| Participation rate | 20.2% | 63.0%-42.8pp | 72.4%-52.2pp | 67.2%-47.0pp |
| Annual return | 0.00% | 16.87%-16.9pp | 778.87%-778.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $548 | $2,630-79.1% | $2,916-81.2% | $2,626-79.1% |
| Participant deferral / active EE | $1,024 | $3,398-69.9% | $4,323-76.3% | $4,350-76.4% |
| Admin fee / account holder | $477 | $1,490-68.0% | $7,355-93.5% | $1,945-75.5% |