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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 | $13,292 | $110,083-87.9% | $151,645-91.2% | $68,490-80.6% |
| Participation rate | 60.9% | 84.0%-23.0pp | 87.5%-26.6pp | 67.9%-7.0pp |
| Annual return | 69.99% | -10.12%+80.1pp | 3.34%+66.6pp | -7.85%+77.8pp |
| Employer contribution / active EE | $2,603 | $4,470-41.8% | $6,165-57.8% | $2,597+0.2% |
| Participant deferral / active EE | $5,661 | $6,526-13.3% | $8,363-32.3% | $4,028+40.5% |
| Admin fee / account holder | $861 | $7,718-88.8% | $11,614-92.6% | $5,403-84.1% |