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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 | $10,410 | $156,398-93.3% | $147,318-92.9% | $138,895-92.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,430 | $4,853-70.5% | $4,593-68.9% | $4,194-65.9% |
| Participant deferral / active EE | $3,843 | $8,237-53.4% | $7,906-51.4% | $6,396-39.9% |
| Admin fee / account holder | $504 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |