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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 | $13,308 | $48,274-72.4% | $63,244-79.0% | $59,633-77.7% |
| Participation rate | 68.6% | 66.3%+2.3pp | 71.0%-2.5pp | 68.7%-0.1pp |
| Annual return | 98.99% | -240.79%+339.8pp | -70.31%+169.3pp | 2041.40%-1942.4pp |
| Employer contribution / active EE | $733 | $1,586-53.8% | $2,322-68.4% | $2,203-66.7% |
| Participant deferral / active EE | $1,898 | $2,343-19.0% | $2,953-35.7% | $3,192-40.5% |
| Admin fee / account holder | $569 | $3,600-84.2% | $5,893-90.4% | $4,297-86.8% |