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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 | $19,777 | $212,386-90.7% | $199,883-90.1% | $138,895-85.8% |
| Participation rate | 37.5% | 87.4%-49.9pp | 86.8%-49.3pp | 79.9%-42.4pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,403 | $6,625-78.8% | $6,261-77.6% | $4,194-66.5% |
| Participant deferral / active EE | $6,073 | $9,617-36.9% | $9,138-33.5% | $6,396-5.1% |
| Admin fee / account holder | $1,156 | $18,233-93.7% | $17,268-93.3% | $12,562-90.8% |