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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 | $2,882 | $87,166-96.7% | $76,735-96.2% | $137,256-97.9% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.5%-12.4pp | 80.0%-22.8pp |
| Annual return | 47.07% | 26.50%+20.6pp | 29.77%+17.3pp | 220.34%-173.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,501 | $4,726-68.2% | $4,088-63.3% | $6,407-76.6% |
| Admin fee / account holder | $408 | $8,403-95.1% | $7,189-94.3% | $12,270-96.7% |