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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 | $2,996 | $70,121-95.7% | $63,803-95.3% | $138,895-97.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 0.00% | 946.48%-946.5pp | 543.72%-543.7pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,042 | $2,882-63.8% | $2,532-58.8% | $4,194-75.1% |
| Participant deferral / active EE | $1,296 | $4,535-71.4% | $3,843-66.3% | $6,396-79.7% |
| Admin fee / account holder | $310 | $6,738-95.4% | $5,196-94.0% | $12,562-97.5% |