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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 | $8,715 | $82,678-89.5% | $125,391-93.1% | $68,490-87.3% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.4%-21.1pp | 67.9%-6.6pp |
| Annual return | -12.12% | -5.97%-6.1pp | 572.41%-584.5pp | -7.85%-4.3pp |
| Employer contribution / active EE | $899 | $3,382-73.4% | $4,816-81.3% | $2,597-65.4% |
| Participant deferral / active EE | $2,606 | $6,111-57.4% | $7,448-65.0% | $4,028-35.3% |
| Admin fee / account holder | $314 | $6,277-95.0% | $10,009-96.9% | $5,403-94.2% |