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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 | $13,444 | $176,688-92.4% | $130,660-89.7% | $152,897-91.2% |
| Participation rate | 42.1% | 79.0%-36.9pp | 71.7%-29.6pp | 82.5%-40.3pp |
| Annual return | 10.74% | 2693.08%-2682.3pp | 1709.29%-1698.6pp | 345.43%-334.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,975 | $4,362-54.7% | $3,603-45.2% | $5,851-66.3% |
| Admin fee / account holder | $2,378 | $7,131-66.7% | $5,463-56.5% | $11,599-79.5% |