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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 | $17,139 | $82,674-79.3% | $125,381-86.3% | $68,486-75.0% |
| Participation rate | 65.2% | 75.1%-9.8pp | 82.4%-17.2pp | 67.9%-2.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,165 | $3,382-65.5% | $4,815-75.8% | $2,597-55.1% |
| Participant deferral / active EE | $3,448 | $6,111-43.6% | $7,448-53.7% | $4,028-14.4% |
| Admin fee / account holder | $769 | $6,277-87.7% | $10,007-92.3% | $5,404-85.8% |