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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 | $2,735 | $96,361-97.2% | $80,607-96.6% | $139,456-98.0% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,374 | $3,262-57.9% | $2,724-49.6% | $4,753-71.1% |
| Participant deferral / active EE | $1,929 | $5,232-63.1% | $4,448-56.6% | $6,711-71.3% |
| Admin fee / account holder | $4,117 | $6,601-37.6% | $5,379-23.5% | $11,407-63.9% |