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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 | $5,540 | $124,425-95.5% | $112,040-95.1% | $137,256-96.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,182 | $3,411-36.0% | $2,954-26.1% | $4,156-47.5% |
| Participant deferral / active EE | $3,753 | $5,718-34.4% | $5,098-26.4% | $6,407-41.4% |
| Admin fee / account holder | $946 | $15,207-93.8% | $12,098-92.2% | $12,270-92.3% |