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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 | $11,397 | $208,088-94.5% | $186,193-93.9% | $154,746-92.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 21.19% | 89.97%-68.8pp | 78.03%-56.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,369 | $7,078-80.7% | $6,513-79.0% | $6,730-79.7% |
| Admin fee / account holder | $478 | $11,698-95.9% | $11,058-95.7% | $14,365-96.7% |