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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 | $15,630 | $65,306-76.1% | $238,191-93.4% | $65,306-76.1% |
| Participation rate | 38.7% | 57.7%-19.0pp | 77.1%-38.4pp | 57.7%-19.0pp |
| Annual return | 15.69% | 21.94%-6.2pp | 13.02%+2.7pp | 21.94%-6.2pp |
| Employer contribution / active EE | $0 | $1,967-100.0% | $5,082-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,118 | $2,959-28.4% | $6,726-68.5% | $2,959-28.4% |
| Admin fee / account holder | $5,481 | $3,480+57.5% | $34,582-84.2% | $3,480+57.5% |