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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 | $13,024 | $148,623-91.2% | $135,974-90.4% | $139,466-90.7% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,142 | $5,246-40.1% | $4,859-35.3% | $4,754-33.9% |
| Participant deferral / active EE | $3,865 | $8,103-52.3% | $7,760-50.2% | $6,712-42.4% |
| Admin fee / account holder | $400 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |