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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 | $10,138 | $111,830-90.9% | $93,696-89.2% | $145,884-93.1% |
| Participation rate | 42.1% | 74.2%-32.1pp | 68.7%-26.6pp | 80.3%-38.2pp |
| Annual return | 11.76% | 204.08%-192.3pp | 133.74%-122.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,668 | $4,920-66.1% | $4,417-62.2% | $6,690-75.1% |
| Admin fee / account holder | $905 | $10,249-91.2% | $8,287-89.1% | $13,392-93.2% |