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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 | $11,421 | $69,708-83.6% | $67,560-83.1% | $74,478-84.7% |
| Participation rate | 63.2% | 71.4%-8.2pp | 72.9%-9.7pp | 67.2%-4.0pp |
| Annual return | 31.46% | -40.67%+72.1pp | 3533.50%-3502.0pp | 1370.56%-1339.1pp |
| Employer contribution / active EE | $1,107 | $2,715-59.2% | $2,737-59.5% | $2,626-57.8% |
| Participant deferral / active EE | $2,161 | $3,637-40.6% | $4,004-46.0% | $4,350-50.3% |
| Admin fee / account holder | $983 | $887+10.8% | $3,994-75.4% | $1,946-49.5% |