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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 | $3,248 | $30,385-89.3% | $56,054-94.2% | $74,400-95.6% |
| Participation rate | 5.8% | 32.9%-27.1pp | 52.5%-46.7pp | 67.2%-61.4pp |
| Annual return | 14.01% | 24.92%-10.9pp | 1705.95%-1691.9pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $237 | $1,174-79.8% | $1,952-87.9% | $4,348-94.6% |
| Admin fee / account holder | $1,475 | $2,361-37.5% | $2,822-47.8% | $1,944-24.1% |