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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 | $17,733 | $82,674-78.6% | $125,381-85.9% | $68,486-74.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -14.95% | -5.97%-9.0pp | 572.31%-587.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,079 | $6,111+48.6% | $7,448+21.9% | $4,028+125.4% |
| Admin fee / account holder | $4,247 | $6,277-32.3% | $10,007-57.6% | $5,404-21.4% |