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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 | $5,098 | $51,604-90.1% | $129,295-96.1% | $80,874-93.7% |
| Participation rate | 69.6% | 57.0%+12.6pp | 69.6%-0.1pp | 67.6%+1.9pp |
| Annual return | 19.17% | 20.76%-1.6pp | 9429.28%-9410.1pp | 35.62%-16.5pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,792 | $2,670-32.9% | $4,169-57.0% | $4,297-58.3% |
| Admin fee / account holder | $382 | $4,310-91.1% | $7,665-95.0% | $6,935-94.5% |