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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 | $6,292 | $77,920-91.9% | $149,723-95.8% | $75,177-91.6% |
| Participation rate | 61.3% | 65.6%-4.3pp | 78.8%-17.5pp | 67.2%-5.9pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.50%-134.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,452 | $3,138-21.9% | $4,821-49.1% | $2,671-8.2% |
| Participant deferral / active EE | $3,545 | $3,411+3.9% | $5,682-37.6% | $4,126-14.1% |
| Admin fee / account holder | $1,436 | $5,951-75.9% | $13,215-89.1% | $5,651-74.6% |