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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 | $7,207 | $71,215-89.9% | $93,696-92.3% | $80,935-91.1% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 0.00% | 11.27%-11.3pp | 133.74%-133.7pp | 35.66%-35.7pp |
| Employer contribution / active EE | $962 | $1,565-38.5% | $2,422-60.3% | $2,757-65.1% |
| Participant deferral / active EE | $2,195 | $4,037-45.6% | $4,417-50.3% | $4,299-48.9% |
| Admin fee / account holder | $1,168 | $6,958-83.2% | $8,287-85.9% | $6,924-83.1% |