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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 | $23,184 | $102,385-77.4% | $147,080-84.2% | $80,935-71.4% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $3,807 | $3,717+2.4% | $4,933-22.8% | $2,757+38.1% |
| Participant deferral / active EE | $13,228 | $6,651+98.9% | $8,066+64.0% | $4,299+207.7% |
| Admin fee / account holder | $1,158 | $7,951-85.4% | $12,989-91.1% | $6,924-83.3% |