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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 | $6,287 | $180,749-96.5% | $160,784-96.1% | $137,256-95.4% |
| Participation rate | 63.2% | 80.0%-16.8pp | 77.0%-13.8pp | 80.0%-16.8pp |
| Annual return | 39.48% | 2234.46%-2195.0pp | 1803.92%-1764.4pp | 220.34%-180.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,677 | $6,844-60.9% | $6,293-57.5% | $6,407-58.2% |
| Admin fee / account holder | $944 | $10,397-90.9% | $9,717-90.3% | $12,270-92.3% |