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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 | $36,545 | $213,957-82.9% | $149,730-75.6% | - |
| Participation rate | 57.6% | 79.5%-21.9pp | 82.5%-24.9pp | - |
| Annual return | 35.91% | 9.83%+26.1pp | 276.70%-240.8pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,645-100.0% | - |
| Participant deferral / active EE | $8,996 | $6,177+45.6% | $6,843+31.5% | - |
| Admin fee / account holder | $636 | $24,510-97.4% | $9,310-93.2% | - |