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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 | $12,626 | $201,372-93.7% | $184,260-93.1% | $145,884-91.3% |
| Participation rate | 47.8% | 87.5%-39.7pp | 86.8%-39.0pp | 80.3%-32.5pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,016 | $7,024-71.3% | $6,427-68.6% | $4,662-56.8% |
| Participant deferral / active EE | $3,869 | $9,808-60.5% | $9,133-57.6% | $6,690-42.2% |
| Admin fee / account holder | $339 | $16,362-97.9% | $13,898-97.6% | $13,392-97.5% |