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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 | $8,366 | $84,236-90.1% | $170,435-95.1% | $70,126-88.1% |
| Participation rate | 44.4% | 70.8%-26.4pp | 83.6%-39.2pp | 69.5%-25.1pp |
| Annual return | 20.64% | 23.06%-2.4pp | 205.94%-185.3pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,145 | $3,086-62.9% | $4,939-76.8% | $3,332-65.6% |
| Admin fee / account holder | $404 | $5,698-92.9% | $13,881-97.1% | $4,645-91.3% |