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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 | $6,144 | $110,379-94.4% | $102,412-94.0% | $145,884-95.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,826 | $4,216-9.3% | $3,870-1.1% | $4,662-17.9% |
| Participant deferral / active EE | $4,993 | $5,622-11.2% | $5,060-1.3% | $6,690-25.4% |
| Admin fee / account holder | $3,192 | $9,745-67.2% | $8,388-61.9% | $13,392-76.2% |