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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 | $8,887 | $40,275-77.9% | $57,356-84.5% | $59,633-85.1% |
| Participation rate | 68.4% | 69.1%-0.8pp | 75.1%-6.7pp | 68.7%-0.3pp |
| Annual return | -0.66% | 27.52%-28.2pp | 24.41%-25.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $676 | $1,921-64.8% | $2,689-74.8% | $2,203-69.3% |
| Participant deferral / active EE | $1,121 | $2,400-53.3% | $3,162-64.5% | $3,192-64.9% |
| Admin fee / account holder | $813 | $2,820-71.2% | $3,357-75.8% | $4,297-81.1% |