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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 | $4,559 | $61,125-92.5% | $94,057-95.2% | $87,485-94.8% |
| Participation rate | 25.4% | 64.1%-38.6pp | 73.3%-47.9pp | 68.9%-43.5pp |
| Annual return | 19.29% | 35.20%-15.9pp | 480.62%-461.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,194 | $3,260-63.4% | $4,709-74.6% | $4,274-72.0% |
| Admin fee / account holder | $2,735 | $5,629-51.4% | $7,244-62.2% | $7,775-64.8% |