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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 | $13,054 | $117,895-88.9% | $102,460-87.3% | $145,897-91.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 0.00% | 31.92%-31.9pp | 29.47%-29.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,661 | $3,619-54.1% | $3,025-45.1% | $4,663-64.4% |
| Participant deferral / active EE | $5,993 | $5,736+4.5% | $5,056+18.5% | $6,689-10.4% |
| Admin fee / account holder | $310 | $13,353-97.7% | $9,460-96.7% | $13,390-97.7% |