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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 | $7,609 | $182,442-95.8% | $163,379-95.3% | $138,895-94.5% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 0.00% | 72.74%-72.7pp | 63.41%-63.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,465 | $6,817-78.5% | $6,282-76.7% | $6,396-77.1% |
| Admin fee / account holder | $1,283 | $10,396-87.7% | $9,818-86.9% | $12,562-89.8% |