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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 | $8,465 | $113,941-92.6% | $94,229-91.0% | $125,389-93.2% |
| Participation rate | 57.1% | 82.9%-25.7pp | 78.8%-21.6pp | 83.2%-26.0pp |
| Annual return | -2.60% | 5.29%-7.9pp | 10.68%-13.3pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,067 | $4,727-77.4% | $3,587-70.2% | $4,866-78.1% |
| Participant deferral / active EE | $1,680 | $5,179-67.6% | $4,320-61.1% | $5,352-68.6% |
| Admin fee / account holder | $707 | $8,392-91.6% | $6,269-88.7% | $9,541-92.6% |