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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 | $8,321 | $91,537-90.9% | $130,045-93.6% | $75,173-88.9% |
| Participation rate | 65.4% | 71.5%-6.0pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 19.86% | -631.55%+651.4pp | -137.30%+157.2pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,394 | $4,343-21.9% | $5,820-41.7% | $4,126-17.8% |
| Admin fee / account holder | $325 | $6,780-95.2% | $10,600-96.9% | $5,651-94.3% |