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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 | $209,336-93.6% | $197,124-93.2% | $137,256-90.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $5,262 | $6,591-20.2% | $6,227-15.5% | $4,156+26.6% |
| Participant deferral / active EE | $8,438 | $9,614-12.2% | $9,135-7.6% | $6,407+31.7% |
| Admin fee / account holder | $1,356 | $17,308-92.2% | $16,298-91.7% | $12,270-89.0% |