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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 | $7,125 | $71,230-90.0% | $93,727-92.4% | $80,959-91.2% |
| Participation rate | 60.6% | 60.4%+0.2pp | 68.7%-8.1pp | 67.7%-7.1pp |
| Annual return | 19.59% | 11.26%+8.3pp | 133.83%-114.2pp | 35.67%-16.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,411 | $4,037-15.5% | $4,417-22.8% | $4,300-20.7% |
| Admin fee / account holder | $471 | $6,961-93.2% | $8,292-94.3% | $6,925-93.2% |