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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 | $23,584 | $59,467-60.3% | $93,727-74.8% | $74,478-68.3% |
| Participation rate | 58.3% | 59.6%-1.4pp | 68.7%-10.5pp | 67.2%-9.0pp |
| Annual return | 0.00% | 82.14%-82.1pp | 133.83%-133.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,360 | $1,267+7.3% | $2,421-43.8% | $2,626-48.2% |
| Participant deferral / active EE | $2,317 | $3,052-24.1% | $4,417-47.5% | $4,350-46.7% |
| Admin fee / account holder | $4,215 | $3,028+39.2% | $8,292-49.2% | $1,946+116.6% |