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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 | $1,853 | $55,902-96.7% | $76,030-97.6% | $80,959-97.7% |
| Participation rate | 65.4% | 62.1%+3.3pp | 69.1%-3.7pp | 67.7%-2.3pp |
| Annual return | 0.00% | 20.59%-20.6pp | 361.54%-361.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,365 | $3,051-55.3% | $4,257-67.9% | $4,300-68.3% |
| Admin fee / account holder | $308 | $5,239-94.1% | $6,421-95.2% | $6,925-95.5% |