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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 | $2,623 | $148,582-98.2% | $135,942-98.1% | $139,456-98.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,670 | $5,245-30.0% | $4,858-24.5% | $4,753-22.8% |
| Participant deferral / active EE | $3,883 | $8,101-52.1% | $7,759-50.0% | $6,711-42.1% |
| Admin fee / account holder | $558 | $12,402-95.5% | $10,764-94.8% | $11,407-95.1% |