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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 | $78,690-93.7% | $161,489-96.9% | $87,485-94.3% |
| Participation rate | 65.9% | 67.5%-1.6pp | 78.7%-12.8pp | 68.9%-3.0pp |
| Annual return | 13.61% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $985 | $2,588-62.0% | $4,268-76.9% | $2,596-62.1% |
| Participant deferral / active EE | $1,292 | $3,311-61.0% | $5,630-77.0% | $4,274-69.8% |
| Admin fee / account holder | $945 | $6,724-85.9% | $16,006-94.1% | $7,775-87.8% |