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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 | $6,957 | $88,672-92.2% | $105,223-93.4% | $82,448-91.6% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $873 | $3,048-71.4% | $3,689-76.3% | $2,551-65.8% |
| Participant deferral / active EE | $2,169 | $4,036-46.3% | $5,072-57.2% | $4,139-47.6% |
| Admin fee / account holder | $466 | $7,146-93.5% | $8,859-94.7% | $7,234-93.6% |