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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 | $3,235 | $114,119-97.2% | $107,187-97.0% | $138,895-97.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $913 | $4,059-77.5% | $3,782-75.9% | $4,194-78.2% |
| Participant deferral / active EE | $1,506 | $5,538-72.8% | $5,096-70.4% | $6,396-76.5% |
| Admin fee / account holder | $485 | $10,024-95.2% | $9,162-94.7% | $12,562-96.1% |