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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 | $5,570 | $110,379-95.0% | $102,412-94.6% | $145,884-96.2% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 15.04% | 24.84%-9.8pp | 24.94%-9.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,236 | $5,622-60.2% | $5,060-55.8% | $6,690-66.6% |
| Admin fee / account holder | $728 | $9,745-92.5% | $8,388-91.3% | $13,392-94.6% |