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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 | $21,446 | $112,121-80.9% | $95,960-77.7% | $158,966-86.5% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 26.54% | 171.16%-144.6pp | 91.63%-65.1pp | 302.95%-276.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,056 | $4,784+47.5% | $4,167+69.3% | $5,983+17.9% |
| Admin fee / account holder | $3,269 | $10,135-67.7% | $6,797-51.9% | $11,250-70.9% |