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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 | $1,851 | $51,638-96.4% | $68,368-97.3% | $82,448-97.8% |
| Participation rate | 61.8% | 63.6%-1.8pp | 73.8%-12.0pp | 68.1%-6.3pp |
| Annual return | 15.19% | 37.53%-22.3pp | 292.57%-277.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,048 | $2,914-64.0% | $4,123-74.6% | $4,139-74.7% |
| Admin fee / account holder | $436 | $4,643-90.6% | $5,150-91.5% | $7,234-94.0% |