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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 | $1,027 | $76,519-98.7% | $56,025-98.2% | $145,897-99.3% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.7pp | 80.3%-11.1pp |
| Annual return | 0.00% | 3017.03%-3017.0pp | 1712.69%-1712.7pp | 552.29%-552.3pp |
| Employer contribution / active EE | $283 | $1,383-79.5% | $1,042-72.8% | $4,663-93.9% |
| Participant deferral / active EE | $458 | $2,624-82.5% | $1,955-76.5% | $6,689-93.1% |
| Admin fee / account holder | $540 | $3,331-83.8% | $2,828-80.9% | $13,390-96.0% |