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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 | $1,889 | $63,703-97.0% | $93,063-98.0% | $82,448-97.7% |
| Participation rate | 65.7% | 63.8%+1.9pp | 72.1%-6.4pp | 68.1%-2.4pp |
| Annual return | 23.87% | -775.43%+799.3pp | 34.15%-10.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,011 | $2,919-65.4% | $3,958-74.5% | $4,139-75.6% |
| Admin fee / account holder | $509 | $5,982-91.5% | $6,033-91.6% | $7,234-93.0% |