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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 | $3,715 | $48,337-92.3% | $67,560-94.5% | $80,959-95.4% |
| Participation rate | 65.1% | 66.4%-1.3pp | 72.9%-7.8pp | 67.7%-2.6pp |
| Annual return | 18.75% | 18.26%+0.5pp | 3533.50%-3514.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,561 | $2,928-46.7% | $4,004-61.0% | $4,300-63.7% |
| Admin fee / account holder | $457 | $3,695-87.6% | $3,994-88.6% | $6,925-93.4% |