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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 | $1,796 | $110,410-98.4% | $102,437-98.2% | $145,897-98.8% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 70.16% | 24.85%+45.3pp | 24.95%+45.2pp | 552.29%-482.1pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,561 | $5,622-72.2% | $5,060-69.1% | $6,689-76.7% |
| Admin fee / account holder | $925 | $9,745-90.5% | $8,388-89.0% | $13,390-93.1% |