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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 | $10,725 | $102,385-89.5% | $147,080-92.7% | $80,935-86.7% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.8pp | 67.7%-4.3pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $3,055 | $3,717-17.8% | $4,933-38.1% | $2,757+10.8% |
| Participant deferral / active EE | $4,746 | $6,651-28.6% | $8,066-41.2% | $4,299+10.4% |
| Admin fee / account holder | $794 | $7,951-90.0% | $12,989-93.9% | $6,924-88.5% |