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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 | $3,280 | $154,754-97.9% | $124,206-97.4% | $138,895-97.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 23.34% | 709.28%-685.9pp | 515.27%-491.9pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,258 | $4,621-72.8% | $3,968-68.3% | $6,396-80.3% |
| Admin fee / account holder | $632 | $6,690-90.5% | $5,929-89.3% | $12,562-95.0% |