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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 | $102,245-96.2% | $89,340-95.6% | $137,256-97.2% |
| Participation rate | 63.6% | 74.9%-11.3pp | 69.6%-5.9pp | 80.0%-16.3pp |
| Annual return | 0.00% | 21.89%-21.9pp | 20.57%-20.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,750 | $4,436-15.5% | $3,823-1.9% | $6,407-41.5% |
| Admin fee / account holder | $2,424 | $8,085-70.0% | $6,704-63.8% | $12,270-80.2% |