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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 | $13,412 | $212,386-93.7% | $199,883-93.3% | $138,895-90.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $5,262 | $6,625-20.6% | $6,261-16.0% | $4,194+25.4% |
| Participant deferral / active EE | $8,438 | $9,617-12.3% | $9,138-7.7% | $6,396+31.9% |
| Admin fee / account holder | $1,356 | $18,233-92.6% | $17,268-92.2% | $12,562-89.2% |