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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 | $7,195 | $162,136-95.6% | $152,301-95.3% | $154,746-95.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 0.00% | 91.02%-91.0pp | 80.50%-80.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,132 | $4,890-56.4% | $4,624-53.9% | $4,379-51.3% |
| Participant deferral / active EE | $3,186 | $8,341-61.8% | $8,004-60.2% | $6,730-52.7% |
| Admin fee / account holder | $1,127 | $15,759-92.8% | $14,398-92.2% | $14,365-92.2% |