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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 | $10,439 | $73,978-85.9% | $96,515-89.2% | $75,173-86.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $2,403 | $2,931-18.0% | $3,740-35.8% | $2,671-10.0% |
| Participant deferral / active EE | $4,728 | $3,660+29.2% | $4,880-3.1% | $4,126+14.6% |
| Admin fee / account holder | $1,366 | $5,219-73.8% | $6,735-79.7% | $5,651-75.8% |