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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 | $1,317 | $101,618-98.7% | $93,063-98.6% | $137,256-99.0% |
| Participation rate | 56.3% | 74.9%-18.7pp | 72.1%-15.9pp | 80.0%-23.7pp |
| Annual return | 16.58% | 223.95%-207.4pp | 34.15%-17.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $765 | $4,279-82.1% | $3,958-80.7% | $6,407-88.1% |
| Admin fee / account holder | $626 | $6,198-89.9% | $6,033-89.6% | $12,270-94.9% |