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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 | $9,032 | $54,355-83.4% | $82,744-89.1% | $68,486-86.8% |
| Participation rate | 58.5% | 63.9%-5.4pp | 72.6%-14.0pp | 67.9%-9.4pp |
| Annual return | -18.48% | -13.67%-4.8pp | 702.22%-720.7pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,287 | $2,219-42.0% | $3,008-57.2% | $2,597-50.4% |
| Participant deferral / active EE | $1,688 | $3,246-48.0% | $4,395-61.6% | $4,028-58.1% |
| Admin fee / account holder | $746 | $4,397-83.0% | $5,325-86.0% | $5,404-86.2% |