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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 | $17,225 | $81,487-78.9% | $102,412-83.2% | $80,935-78.7% |
| Participation rate | 37.0% | 66.8%-29.8pp | 74.5%-37.5pp | 67.7%-30.6pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.94%-24.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $2,103 | $3,103-32.2% | $3,870-45.7% | $2,757-23.7% |
| Participant deferral / active EE | $4,648 | $3,871+20.1% | $5,060-8.1% | $4,299+8.1% |
| Admin fee / account holder | $1,421 | $6,717-78.8% | $8,388-83.1% | $6,924-79.5% |