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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 | $15,910 | $160,028-90.1% | $147,080-89.2% | $145,884-89.1% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,019 | $5,286-61.8% | $4,933-59.1% | $4,662-56.7% |
| Participant deferral / active EE | $2,979 | $8,422-64.6% | $8,066-63.1% | $6,690-55.5% |
| Admin fee / account holder | $2,780 | $15,030-81.5% | $12,989-78.6% | $13,392-79.2% |