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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 | $4,907 | $81,358-94.0% | $155,556-96.8% | $80,959-93.9% |
| Participation rate | 64.9% | 66.3%-1.4pp | 78.2%-13.4pp | 67.7%-2.8pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,182 | $3,106-62.0% | $4,675-74.7% | $2,757-57.1% |
| Participant deferral / active EE | $2,203 | $3,455-36.2% | $5,631-60.9% | $4,300-48.8% |
| Admin fee / account holder | $331 | $7,994-95.9% | $15,885-97.9% | $6,925-95.2% |