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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 | $22,440 | $131,835-83.0% | $108,582-79.3% | $273,972-91.8% |
| Participation rate | 46.2% | 83.5%-37.3pp | 79.6%-33.4pp | 83.0%-36.9pp |
| Annual return | 9.59% | -91.57%+101.2pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,510 | $4,913-69.3% | $3,758-59.8% | $4,869-69.0% |
| Participant deferral / active EE | $2,856 | $5,127-44.3% | $4,311-33.7% | $5,287-46.0% |
| Admin fee / account holder | $3,924 | $10,253-61.7% | $7,645-48.7% | $10,133-61.3% |