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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 | $4,399 | $162,529-97.3% | $130,788-96.6% | $154,746-97.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 0.00% | 510.48%-510.5pp | 386.44%-386.4pp | 172.34%-172.3pp |
| Employer contribution / active EE | $650 | $4,447-85.4% | $3,558-81.7% | $4,379-85.2% |
| Participant deferral / active EE | $1,512 | $4,808-68.5% | $4,137-63.4% | $6,730-77.5% |
| Admin fee / account holder | $395 | $7,669-94.9% | $6,673-94.1% | $14,365-97.3% |