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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 | $9,168 | $101,063-90.9% | $81,473-88.7% | $147,585-93.8% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 22.72% | 32.41%-9.7pp | 38.78%-16.1pp | 578.58%-555.9pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,210 | $4,242-71.5% | $3,537-65.8% | $5,439-77.8% |
| Admin fee / account holder | $3,526 | $5,812-39.3% | $4,561-22.7% | $10,886-67.6% |