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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 | $15,025 | $138,393-89.1% | $184,256-91.8% | $80,959-81.4% |
| Participation rate | 61.4% | 83.9%-22.5pp | 86.8%-25.5pp | 67.7%-6.3pp |
| Annual return | 0.00% | 20.01%-20.0pp | 28.85%-28.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $2,239 | $4,847-53.8% | $6,427-65.2% | $2,757-18.8% |
| Participant deferral / active EE | $4,771 | $7,076-32.6% | $9,133-47.8% | $4,300+10.9% |
| Admin fee / account holder | $1,469 | $10,489-86.0% | $13,899-89.4% | $6,925-78.8% |