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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 | $2,620 | $76,407-96.6% | $150,298-98.3% | $82,448-96.8% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 17.78% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $797 | $2,614-69.5% | $4,154-80.8% | $2,551-68.7% |
| Participant deferral / active EE | $1,103 | $3,214-65.7% | $5,453-79.8% | $4,139-73.3% |
| Admin fee / account holder | $1,320 | $6,352-79.2% | $14,116-90.7% | $7,234-81.8% |