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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 | $10,314 | $50,554-79.6% | $67,681-84.8% | $87,485-88.2% |
| Participation rate | 40.7% | 67.7%-27.0pp | 73.7%-33.0pp | 68.9%-28.2pp |
| Annual return | 115.82% | 17.81%+98.0pp | 590.58%-474.8pp | 26.06%+89.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,956 | $2,961-0.2% | $3,976-25.7% | $4,274-30.8% |
| Admin fee / account holder | $551 | $4,132-86.7% | $6,100-91.0% | $7,775-92.9% |