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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 | $4,406 | $78,015-94.4% | $178,505-97.5% | $80,959-94.6% |
| Participation rate | 69.6% | 65.7%+3.9pp | 77.1%-7.6pp | 67.7%+1.9pp |
| Annual return | 0.00% | 18.10%-18.1pp | 27.16%-27.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,340 | $2,281-41.2% | $3,955-66.1% | $2,757-51.4% |
| Participant deferral / active EE | $2,037 | $4,406-53.8% | $6,280-67.6% | $4,300-52.6% |
| Admin fee / account holder | $363 | $7,160-94.9% | $10,428-96.5% | $6,925-94.8% |