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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 | $6,935 | $108,942-93.6% | $100,415-93.1% | $145,897-95.2% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 0.00% | 58.27%-58.3pp | 49.47%-49.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,313 | $4,422-70.3% | $3,943-66.7% | $4,663-71.9% |
| Participant deferral / active EE | $3,426 | $8,461-59.5% | $8,091-57.7% | $6,689-48.8% |
| Admin fee / account holder | $713 | $9,702-92.7% | $7,906-91.0% | $13,390-94.7% |