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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 | $2,211 | $58,275-96.2% | $81,844-97.3% | $80,935-97.3% |
| Participation rate | 53.3% | 63.5%-10.1pp | 72.4%-19.0pp | 67.7%-14.3pp |
| Annual return | 1137.58% | 41.82%+1095.8pp | 778.87%+358.7pp | 35.66%+1101.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,899 | $3,285-42.2% | $4,323-56.1% | $4,299-55.8% |
| Admin fee / account holder | $394 | $4,749-91.7% | $7,355-94.6% | $6,924-94.3% |