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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 | $13,544 | $82,674-83.6% | $125,381-89.2% | $68,486-80.2% |
| Participation rate | 65.7% | 75.1%-9.3pp | 82.4%-16.7pp | 67.9%-2.2pp |
| Annual return | 39.03% | -5.97%+45.0pp | 572.31%-533.3pp | -7.85%+46.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,204 | $6,111+50.6% | $7,448+23.6% | $4,028+128.5% |
| Admin fee / account holder | $556 | $6,277-91.1% | $10,007-94.4% | $5,404-89.7% |