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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 | $15,817 | $91,525-82.7% | $130,026-87.8% | $75,181-79.0% |
| Participation rate | 37.1% | 71.4%-34.3pp | 78.5%-41.4pp | 67.2%-30.1pp |
| Annual return | 29.24% | -631.40%+660.6pp | -137.26%+166.5pp | 160.69%-131.4pp |
| Employer contribution / active EE | $897 | $2,844-68.5% | $4,321-79.2% | $2,671-66.4% |
| Participant deferral / active EE | $3,181 | $4,342-26.7% | $5,821-45.4% | $4,126-22.9% |
| Admin fee / account holder | $454 | $6,778-93.3% | $10,608-95.7% | $5,650-92.0% |