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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 | $5,246 | $150,412-96.5% | $120,574-95.6% | $145,884-96.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 97.88% | 154.50%-56.6pp | 107.42%-9.5pp | 551.85%-454.0pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,917 | $6,175-52.8% | $4,996-41.6% | $6,690-56.4% |
| Admin fee / account holder | $2,151 | $12,224-82.4% | $9,445-77.2% | $13,392-83.9% |