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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 | $69,774-83.6% | $67,561-83.1% | $74,429-84.7% |
| Participation rate | 63.2% | 71.4%-8.2pp | 72.9%-9.7pp | 67.2%-4.0pp |
| Annual return | 31.46% | -40.53%+72.0pp | 3525.44%-3494.0pp | 1368.38%-1336.9pp |
| Employer contribution / active EE | $1,107 | $2,710-59.1% | $2,735-59.5% | $2,625-57.8% |
| Participant deferral / active EE | $2,161 | $3,636-40.6% | $4,003-46.0% | $4,348-50.3% |
| Admin fee / account holder | $983 | $890+10.4% | $4,006-75.5% | $1,944-49.5% |