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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 | $4,678 | $72,426-93.5% | $67,560-93.1% | $145,897-96.8% |
| Participation rate | 63.6% | 76.9%-13.3pp | 72.9%-9.3pp | 80.3%-16.7pp |
| Annual return | 0.00% | 7226.78%-7226.8pp | 3533.50%-3533.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,424 | $3,074-53.7% | $2,737-48.0% | $4,663-69.5% |
| Participant deferral / active EE | $1,918 | $4,785-59.9% | $4,004-52.1% | $6,689-71.3% |
| Admin fee / account holder | $317 | $5,514-94.2% | $3,994-92.1% | $13,390-97.6% |