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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 | $1,426 | $70,366-98.0% | $66,674-97.9% | $138,895-99.0% |
| Participation rate | 52.9% | 76.2%-23.2pp | 73.7%-20.7pp | 79.9%-27.0pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $543 | $2,765-80.4% | $2,620-79.3% | $4,194-87.1% |
| Participant deferral / active EE | $678 | $4,374-84.5% | $4,084-83.4% | $6,396-89.4% |
| Admin fee / account holder | $311 | $5,262-94.1% | $5,098-93.9% | $12,562-97.5% |