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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 | $10,374 | $127,387-91.9% | $115,038-91.0% | $125,389-91.7% |
| Participation rate | 46.7% | 84.2%-37.5pp | 81.4%-34.7pp | 83.2%-36.5pp |
| Annual return | -2.54% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,022 | $6,423-53.0% | $6,026-49.9% | $5,352-43.5% |
| Admin fee / account holder | $720 | $9,516-92.4% | $8,175-91.2% | $9,541-92.5% |