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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 | $10,583 | $78,694-86.6% | $67,652-84.4% | $125,389-91.6% |
| Participation rate | 68.4% | 78.8%-10.4pp | 75.7%-7.2pp | 83.2%-14.8pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,221 | $3,044-59.9% | $2,266-46.1% | $4,866-74.9% |
| Participant deferral / active EE | $1,940 | $4,292-54.8% | $3,560-45.5% | $5,352-63.7% |
| Admin fee / account holder | $4,931 | $7,403-33.4% | $4,821+2.3% | $9,541-48.3% |