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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 | $12,680 | $47,944-73.6% | $67,834-81.3% | $62,881-79.8% |
| Participation rate | 61.7% | 61.1%+0.7pp | 68.8%-7.1pp | 69.3%-7.6pp |
| Annual return | 9.97% | 11.77%-1.8pp | 138.47%-128.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $879 | $1,562-43.7% | $2,403-63.4% | $2,281-61.5% |
| Participant deferral / active EE | $1,861 | $2,247-17.2% | $3,160-41.1% | $3,203-41.9% |
| Admin fee / account holder | $330 | $3,712-91.1% | $4,622-92.9% | $4,296-92.3% |