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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 | $4,577 | $110,379-95.9% | $102,412-95.5% | $145,884-96.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,375 | $4,216-43.7% | $3,870-38.6% | $4,662-49.1% |
| Participant deferral / active EE | $2,380 | $5,622-57.7% | $5,060-53.0% | $6,690-64.4% |
| Admin fee / account holder | $1,760 | $9,745-81.9% | $8,388-79.0% | $13,392-86.9% |