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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 | $12,052 | $183,592-93.4% | $155,574-92.3% | $145,877-91.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 0.00% | 61.37%-61.4pp | 64.87%-64.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,734 | $5,317-48.6% | $4,676-41.5% | $4,663-41.4% |
| Participant deferral / active EE | $5,132 | $6,466-20.6% | $5,629-8.8% | $6,691-23.3% |
| Admin fee / account holder | $709 | $19,316-96.3% | $15,914-95.5% | $13,402-94.7% |