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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 | $5,747 | $129,737-95.6% | $119,126-95.2% | $154,746-96.3% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 252.91% | 379.08%-126.2pp | 282.11%-29.2pp | 172.34%+80.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,415 | $5,842-24.4% | $5,318-17.0% | $6,730-34.4% |
| Admin fee / account holder | $3,932 | $11,961-67.1% | $10,693-63.2% | $14,365-72.6% |