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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 | $5,467 | $71,215-92.3% | $93,696-94.2% | $80,935-93.2% |
| Participation rate | 7.3% | 60.4%-53.1pp | 68.7%-61.4pp | 67.7%-60.3pp |
| Annual return | 22.46% | 11.27%+11.2pp | 133.74%-111.3pp | 35.66%-13.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,368 | $4,037-66.1% | $4,417-69.0% | $4,299-68.2% |
| Admin fee / account holder | $3,782 | $6,958-45.6% | $8,287-54.4% | $6,924-45.4% |