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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 | $160,028-93.2% | $147,080-92.7% | $145,884-92.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,486 | $5,286-71.9% | $4,933-69.9% | $4,662-68.1% |
| Participant deferral / active EE | $13,664 | $8,422+62.2% | $8,066+69.4% | $6,690+104.3% |
| Admin fee / account holder | $17,432 | $15,030+16.0% | $12,989+34.2% | $13,392+30.2% |