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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 | $6,072 | $73,978-91.8% | $96,515-93.7% | $75,173-91.9% |
| Participation rate | 23.1% | 66.4%-43.4pp | 74.3%-51.3pp | 67.2%-44.1pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,196 | $2,931-59.2% | $3,740-68.0% | $2,671-55.2% |
| Participant deferral / active EE | $1,745 | $3,660-52.3% | $4,880-64.2% | $4,126-57.7% |
| Admin fee / account holder | $1,312 | $5,219-74.9% | $6,735-80.5% | $5,651-76.8% |