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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 | $17,575 | $68,398-74.3% | $94,664-81.4% | $75,173-76.6% |
| Participation rate | 32.4% | 76.1%-43.7pp | 80.8%-48.5pp | 67.2%-34.9pp |
| Annual return | 0.00% | 616.72%-616.7pp | 156.84%-156.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,563 | $2,701-42.1% | $3,673-57.4% | $2,671-41.5% |
| Participant deferral / active EE | $6,225 | $6,537-4.8% | $7,417-16.1% | $4,126+50.9% |
| Admin fee / account holder | $10,007 | $5,324+88.0% | $7,222+38.6% | $5,651+77.1% |