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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 | $7,401 | $54,357-86.4% | $82,706-91.1% | $68,495-89.2% |
| Participation rate | 40.9% | 63.9%-23.0pp | 72.6%-31.6pp | 67.9%-27.0pp |
| Annual return | -17.92% | -13.67%-4.3pp | 701.76%-719.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,054 | $3,246-36.7% | $4,394-53.2% | $4,028-49.0% |
| Admin fee / account holder | $392 | $4,396-91.1% | $5,329-92.6% | $5,403-92.7% |