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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 | $11,194 | $65,555-82.9% | $86,216-87.0% | $75,173-85.1% |
| Participation rate | 65.5% | 60.5%+5.0pp | 69.0%-3.4pp | 67.2%-1.7pp |
| Annual return | 105.31% | 46.07%+59.2pp | 1169.42%-1064.1pp | 160.72%-55.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,890 | $3,023+61.8% | $3,986+22.7% | $4,126+18.5% |
| Admin fee / account holder | $574 | $5,469-89.5% | $6,853-91.6% | $5,651-89.8% |