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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 | $15,542 | $65,704-76.3% | $94,229-83.5% | $59,633-73.9% |
| Participation rate | 46.2% | 72.1%-26.0pp | 78.8%-32.6pp | 68.7%-22.5pp |
| Annual return | -2.04% | 5.22%-7.3pp | 10.68%-12.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,509 | $2,021-25.3% | $3,587-57.9% | $2,203-31.5% |
| Participant deferral / active EE | $1,901 | $3,143-39.5% | $4,320-56.0% | $3,192-40.4% |
| Admin fee / account holder | $756 | $4,265-82.3% | $6,269-87.9% | $4,297-82.4% |