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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 | $10,112 | $86,940-88.4% | $102,434-90.1% | $80,935-87.5% |
| Participation rate | 41.7% | 72.4%-30.7pp | 76.5%-34.8pp | 67.7%-26.0pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,622 | $2,370-31.5% | $3,023-46.3% | $2,757-41.2% |
| Participant deferral / active EE | $2,658 | $4,121-35.5% | $5,055-47.4% | $4,299-38.2% |
| Admin fee / account holder | $622 | $8,047-92.3% | $9,462-93.4% | $6,924-91.0% |