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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 | $4,265 | $180,749-97.6% | $160,784-97.3% | $137,256-96.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 0.00% | 2234.46%-2234.5pp | 1803.92%-1803.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,521 | $4,155-39.3% | $3,733-32.5% | $4,156-39.3% |
| Participant deferral / active EE | $2,612 | $6,844-61.8% | $6,293-58.5% | $6,407-59.2% |
| Admin fee / account holder | $473 | $10,397-95.4% | $9,717-95.1% | $12,270-96.1% |