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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 | $8,823 | $84,953-89.6% | $163,379-94.6% | $82,637-89.3% |
| Participation rate | 63.3% | 65.9%-2.7pp | 76.8%-13.6pp | 68.1%-4.8pp |
| Annual return | 51.92% | 23.07%+28.8pp | 63.41%-11.5pp | 53.51%-1.6pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,383 | $4,326-21.8% | $6,282-46.1% | $4,126-18.0% |
| Admin fee / account holder | $1,236 | $7,921-84.4% | $9,818-87.4% | $7,339-83.2% |