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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 | $11,921 | $87,546-86.4% | $75,784-84.3% | $125,389-90.5% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -2.63% | 13.49%-16.1pp | 9.68%-12.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,285 | $3,930-67.3% | $3,323-61.3% | $4,866-73.6% |
| Participant deferral / active EE | $2,216 | $4,230-47.6% | $3,652-39.3% | $5,352-58.6% |
| Admin fee / account holder | $1,131 | $6,503-82.6% | $5,300-78.7% | $9,541-88.1% |