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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 | $10,802 | $159,978-93.2% | $147,041-92.7% | $145,978-92.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,486 | $5,288-71.9% | $4,935-69.9% | $4,662-68.1% |
| Participant deferral / active EE | $13,664 | $8,429+62.1% | $8,071+69.3% | $6,690+104.3% |
| Admin fee / account holder | $17,432 | $15,053+15.8% | $13,006+34.0% | $13,400+30.1% |