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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 | $3,503 | $106,247-96.7% | $96,515-96.4% | $139,466-97.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $907 | $4,106-77.9% | $3,740-75.7% | $4,754-80.9% |
| Participant deferral / active EE | $1,392 | $5,456-74.5% | $4,880-71.5% | $6,712-79.3% |
| Admin fee / account holder | $904 | $7,885-88.5% | $6,735-86.6% | $11,409-92.1% |