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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 | $9,062 | $91,536-90.1% | $130,062-93.0% | $75,177-87.9% |
| Participation rate | 56.8% | 71.5%-14.6pp | 78.5%-21.7pp | 67.2%-10.4pp |
| Annual return | 51.68% | -631.62%+683.3pp | -137.37%+189.0pp | 160.75%-109.1pp |
| Employer contribution / active EE | $1,587 | $2,845-44.2% | $4,322-63.3% | $2,671-40.6% |
| Participant deferral / active EE | $2,411 | $4,343-44.5% | $5,821-58.6% | $4,126-41.6% |
| Admin fee / account holder | $498 | $6,780-92.7% | $10,601-95.3% | $5,651-91.2% |