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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 | $13,623 | $148,623-90.8% | $135,974-90.0% | $139,466-90.2% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,025 | $5,246-80.5% | $4,859-78.9% | $4,754-78.4% |
| Participant deferral / active EE | $3,528 | $8,103-56.5% | $7,760-54.5% | $6,712-47.4% |
| Admin fee / account holder | $893 | $12,406-92.8% | $10,767-91.7% | $11,409-92.2% |