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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 | $16,021 | $57,352-72.1% | $83,830-80.9% | $64,173-75.0% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -7.49% | 11.38%-18.9pp | 850.97%-858.5pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,128 | $2,546-55.7% | $3,631-68.9% | $2,381-52.6% |
| Participant deferral / active EE | $1,970 | $2,993-34.2% | $4,082-51.7% | $3,470-43.2% |
| Admin fee / account holder | $678 | $4,046-83.2% | $5,479-87.6% | $4,887-86.1% |