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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 | $11,446 | $157,296-92.7% | $141,191-91.9% | $152,897-92.5% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 28.49% | 64.34%-35.9pp | 71.41%-42.9pp | 345.43%-316.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,684 | $7,111-48.2% | $6,710-45.1% | $5,851-37.0% |
| Admin fee / account holder | $6,414 | $12,125-47.1% | $10,264-37.5% | $11,599-44.7% |