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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 | $6,268 | $211,288-97.0% | $178,540-96.5% | $145,884-95.7% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 0.00% | 30.27%-30.3pp | 27.15%-27.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $937 | $4,574-79.5% | $3,953-76.3% | $4,662-79.9% |
| Participant deferral / active EE | $3,058 | $6,967-56.1% | $6,281-51.3% | $6,690-54.3% |
| Admin fee / account holder | $592 | $12,105-95.1% | $10,424-94.3% | $13,392-95.6% |