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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 | $2,500 | $76,407-96.7% | $150,298-98.3% | $82,448-97.0% |
| Participation rate | 61.2% | 66.4%-5.2pp | 77.8%-16.6pp | 68.1%-6.9pp |
| Annual return | 30.69% | 39.99%-9.3pp | 62.79%-32.1pp | 41.64%-11.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $979 | $3,214-69.5% | $5,453-82.0% | $4,139-76.4% |
| Admin fee / account holder | $361 | $6,352-94.3% | $14,116-97.4% | $7,234-95.0% |