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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 | $16,077 | $71,208-77.4% | $93,681-82.8% | $80,911-80.1% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 11.34% | 11.27%+0.1pp | 133.47%-122.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $1,831 | $1,564+17.1% | $2,422-24.4% | $2,756-33.5% |
| Participant deferral / active EE | $2,639 | $4,035-34.6% | $4,415-40.2% | $4,297-38.6% |
| Admin fee / account holder | $3,949 | $6,951-43.2% | $8,290-52.4% | $6,935-43.1% |