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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 | $30,693 | $88,203-65.2% | $165,100-81.4% | $74,478-58.8% |
| Participation rate | 54.9% | 73.1%-18.2pp | 78.6%-23.7pp | 67.2%-12.3pp |
| Annual return | 0.00% | 17.13%-17.1pp | 70.21%-70.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,217 | $2,601-53.2% | $4,348-72.0% | $2,626-53.7% |
| Participant deferral / active EE | $3,536 | $4,505-21.5% | $6,035-41.4% | $4,350-18.7% |
| Admin fee / account holder | $1,134 | $2,235-49.3% | $12,696-91.1% | $1,946-41.7% |