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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 | $24,881 | $131,835-81.1% | $108,582-77.1% | $273,972-90.9% |
| Participation rate | 6.3% | 83.5%-77.2pp | 79.6%-73.3pp | 83.0%-76.8pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,646 | $5,127-67.9% | $4,311-61.8% | $5,287-68.9% |
| Admin fee / account holder | $3,377 | $10,253-67.1% | $7,645-55.8% | $10,133-66.7% |