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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 | $3,897 | $106,974-96.4% | $90,796-95.7% | $138,895-97.2% |
| Participation rate | 63.6% | 74.9%-11.2pp | 69.5%-5.8pp | 79.9%-16.3pp |
| Annual return | 0.00% | 20.10%-20.1pp | 19.29%-19.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,750 | $4,455-15.8% | $3,822-1.9% | $6,396-41.4% |
| Admin fee / account holder | $2,424 | $8,626-71.9% | $7,024-65.5% | $12,562-80.7% |