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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 | $4,967 | $76,407-93.5% | $150,298-96.7% | $82,448-94.0% |
| Participation rate | 65.9% | 66.4%-0.5pp | 77.8%-11.9pp | 68.1%-2.2pp |
| Annual return | 13.61% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $985 | $2,614-62.3% | $4,154-76.3% | $2,551-61.4% |
| Participant deferral / active EE | $1,292 | $3,214-59.8% | $5,453-76.3% | $4,139-68.8% |
| Admin fee / account holder | $945 | $6,352-85.1% | $14,116-93.3% | $7,234-86.9% |