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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 | $14,090 | $56,197-74.9% | $67,652-79.2% | $59,633-76.4% |
| Participation rate | 69.1% | 71.5%-2.4pp | 75.7%-6.5pp | 68.7%+0.4pp |
| Annual return | -1.22% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $616 | $1,615-61.9% | $2,266-72.8% | $2,203-72.1% |
| Participant deferral / active EE | $1,635 | $2,844-42.5% | $3,560-54.1% | $3,192-48.8% |
| Admin fee / account holder | $2,262 | $3,958-42.9% | $4,821-53.1% | $4,297-47.4% |