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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 | $2,717 | $90,530-97.0% | $76,030-96.4% | $145,897-98.1% |
| Participation rate | 68.2% | 74.4%-6.3pp | 69.1%-0.9pp | 80.3%-12.1pp |
| Annual return | 0.00% | 625.08%-625.1pp | 361.54%-361.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $718 | $3,319-78.4% | $2,688-73.3% | $4,663-84.6% |
| Participant deferral / active EE | $1,777 | $5,164-65.6% | $4,257-58.3% | $6,689-73.4% |
| Admin fee / account holder | $444 | $8,383-94.7% | $6,421-93.1% | $13,390-96.7% |