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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 | $8,008 | $209,336-96.2% | $197,124-95.9% | $137,256-94.2% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,481 | $6,591-77.5% | $6,227-76.2% | $4,156-64.4% |
| Participant deferral / active EE | $3,413 | $9,614-64.5% | $9,135-62.6% | $6,407-46.7% |
| Admin fee / account holder | $399 | $17,308-97.7% | $16,298-97.6% | $12,270-96.7% |