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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 | $13,199 | $138,102-90.4% | $125,381-89.5% | $134,532-90.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.43% | 750.73%-771.2pp | 572.31%-592.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,278 | $5,245-75.6% | $4,815-73.5% | $4,741-73.0% |
| Participant deferral / active EE | $2,770 | $7,801-64.5% | $7,448-62.8% | $6,401-56.7% |
| Admin fee / account holder | $302 | $11,568-97.4% | $10,007-97.0% | $11,429-97.4% |