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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 | $8,833 | $138,386-93.6% | $184,260-95.2% | $80,935-89.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 86.8%-36.8pp | 67.7%-17.7pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.84%-28.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,607 | $4,851-66.9% | $6,427-75.0% | $2,757-41.7% |
| Participant deferral / active EE | $3,605 | $7,076-49.0% | $9,133-60.5% | $4,299-16.1% |
| Admin fee / account holder | $1,761 | $10,489-83.2% | $13,898-87.3% | $6,924-74.6% |