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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 | $3,141 | $124,980-97.5% | $108,359-97.1% | $154,746-98.0% |
| Participation rate | 61.5% | 75.2%-13.6pp | 70.1%-8.6pp | 80.7%-19.2pp |
| Annual return | 70.97% | 45.00%+26.0pp | 36.89%+34.1pp | 172.34%-101.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,837 | $4,743-61.3% | $4,137-55.6% | $6,730-72.7% |
| Admin fee / account holder | $468 | $11,502-95.9% | $9,741-95.2% | $14,365-96.7% |