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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 | $8,357 | $88,672-90.6% | $105,223-92.1% | $82,448-89.9% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,345 | $3,048-55.9% | $3,689-63.5% | $2,551-47.3% |
| Participant deferral / active EE | $4,253 | $4,036+5.4% | $5,072-16.1% | $4,139+2.8% |
| Admin fee / account holder | $343 | $7,146-95.2% | $8,859-96.1% | $7,234-95.3% |