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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 | $3,406 | $182,442-98.1% | $163,379-97.9% | $138,895-97.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 0.00% | 72.74%-72.7pp | 63.41%-63.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,373 | $4,159-67.0% | $3,752-63.4% | $4,194-67.3% |
| Participant deferral / active EE | $1,535 | $6,817-77.5% | $6,282-75.6% | $6,396-76.0% |
| Admin fee / account holder | $1,354 | $10,396-87.0% | $9,818-86.2% | $12,562-89.2% |