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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 | $208,088-97.0% | $186,193-96.6% | $154,746-95.9% |
| Participation rate | 63.2% | 80.0%-16.8pp | 77.1%-14.0pp | 80.7%-17.5pp |
| Annual return | 39.48% | 89.97%-50.5pp | 78.03%-38.5pp | 172.34%-132.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,677 | $7,078-62.2% | $6,513-58.9% | $6,730-60.2% |
| Admin fee / account holder | $944 | $11,698-91.9% | $11,058-91.5% | $14,365-93.4% |