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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 | $90,614-97.0% | $76,089-96.4% | $145,877-98.1% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.1%-0.9pp | 80.3%-12.1pp |
| Annual return | 0.00% | 623.80%-623.8pp | 360.94%-360.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $718 | $3,324-78.4% | $2,690-73.3% | $4,663-84.6% |
| Participant deferral / active EE | $1,777 | $5,168-65.6% | $4,259-58.3% | $6,691-73.4% |
| Admin fee / account holder | $444 | $8,376-94.7% | $6,418-93.1% | $13,402-96.7% |