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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 | $19,285 | $91,525-78.9% | $130,026-85.2% | $75,181-74.3% |
| Participation rate | 35.9% | 71.4%-35.5pp | 78.5%-42.6pp | 67.2%-31.3pp |
| Annual return | 34.50% | -631.40%+665.9pp | -137.26%+171.8pp | 160.69%-126.2pp |
| Employer contribution / active EE | $2,136 | $2,844-24.9% | $4,321-50.6% | $2,671-20.0% |
| Participant deferral / active EE | $2,473 | $4,342-43.0% | $5,821-57.5% | $4,126-40.1% |
| Admin fee / account holder | $1,164 | $6,778-82.8% | $10,608-89.0% | $5,650-79.4% |