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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 | $1,851 | $69,590-97.3% | $136,867-98.6% | $94,015-98.0% |
| Participation rate | 61.8% | 66.3%-4.6pp | 74.5%-12.8pp | 70.8%-9.1pp |
| Annual return | 15.19% | 19.62%-4.4pp | 42.97%-27.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,048 | $3,437-69.5% | $4,924-78.7% | $4,249-75.3% |
| Admin fee / account holder | $436 | $8,912-95.1% | $10,340-95.8% | $8,951-95.1% |