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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 | $3,585 | $47,479-92.4% | $62,929-94.3% | $82,448-95.7% |
| Participation rate | 60.0% | 66.9%-6.9pp | 73.1%-13.1pp | 68.1%-8.1pp |
| Annual return | 737.39% | 20.34%+717.0pp | 1063.93%-326.5pp | 41.64%+695.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,049 | $2,870-63.5% | $3,888-73.0% | $4,139-74.7% |
| Admin fee / account holder | $323 | $3,804-91.5% | $5,065-93.6% | $7,234-95.5% |