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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 | $17,672 | $138,075-87.2% | $123,552-85.7% | $135,379-86.9% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -8.13% | 153.70%-161.8pp | 119.20%-127.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $2,143 | $5,152-58.4% | $4,628-53.7% | $4,779-55.2% |
| Participant deferral / active EE | $3,231 | $6,800-52.5% | $6,426-49.7% | $5,609-42.4% |
| Admin fee / account holder | $5,441 | $10,917-50.2% | $9,285-41.4% | $10,828-49.8% |