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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 | $7,291 | $125,778-94.2% | $114,563-93.6% | $154,746-95.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 0.00% | 295.14%-295.1pp | 241.09%-241.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,819 | $2,806-35.2% | $2,592-29.8% | $4,379-58.5% |
| Participant deferral / active EE | $2,494 | $4,445-43.9% | $4,142-39.8% | $6,730-62.9% |
| Admin fee / account holder | $353 | $8,190-95.7% | $7,623-95.4% | $14,365-97.5% |