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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 | $8,276 | $91,537-91.0% | $130,045-93.6% | $75,173-89.0% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 24.52% | -631.55%+656.1pp | -137.30%+161.8pp | 160.72%-136.2pp |
| Employer contribution / active EE | $1,068 | $2,845-62.5% | $4,321-75.3% | $2,671-60.0% |
| Participant deferral / active EE | $2,103 | $4,343-51.6% | $5,820-63.9% | $4,126-49.0% |
| Admin fee / account holder | $625 | $6,780-90.8% | $10,600-94.1% | $5,651-88.9% |