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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 | $4,083 | $73,787-94.5% | $98,716-95.9% | $82,448-95.0% |
| Participation rate | 64.7% | 61.4%+3.3pp | 69.3%-4.6pp | 68.1%-3.4pp |
| Annual return | 31.12% | 18.57%+12.6pp | 31.81%-0.7pp | 41.64%-10.5pp |
| Employer contribution / active EE | $489 | $1,511-67.6% | $2,279-78.5% | $2,551-80.8% |
| Participant deferral / active EE | $1,317 | $3,081-57.3% | $4,048-67.5% | $4,139-68.2% |
| Admin fee / account holder | $510 | $6,500-92.2% | $8,703-94.1% | $7,234-93.0% |