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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 | $8,658 | $117,895-92.7% | $102,460-91.6% | $145,897-94.1% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 60.58% | 31.92%+28.7pp | 29.47%+31.1pp | 552.29%-491.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,135 | $5,736-10.5% | $5,056+1.6% | $6,689-23.2% |
| Admin fee / account holder | $468 | $13,353-96.5% | $9,460-95.0% | $13,390-96.5% |