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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 | $14,970 | $82,674-81.9% | $125,363-88.1% | $68,495-78.1% |
| Participation rate | 67.0% | 75.0%-8.0pp | 82.4%-15.4pp | 67.9%-0.9pp |
| Annual return | -16.67% | -5.97%-10.7pp | 572.15%-588.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,269 | $3,382-32.9% | $4,815-52.9% | $2,596-12.6% |
| Participant deferral / active EE | $3,895 | $6,111-36.3% | $7,447-47.7% | $4,028-3.3% |
| Admin fee / account holder | $631 | $6,276-89.9% | $10,005-93.7% | $5,403-88.3% |