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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 | $4,130 | $63,703-93.5% | $93,063-95.6% | $82,448-95.0% |
| Participation rate | 48.7% | 63.8%-15.1pp | 72.1%-23.4pp | 68.1%-19.3pp |
| Annual return | 36.03% | -775.43%+811.5pp | 34.15%+1.9pp | 41.64%-5.6pp |
| Employer contribution / active EE | $659 | $1,729-61.9% | $2,476-73.4% | $2,551-74.2% |
| Participant deferral / active EE | $1,158 | $2,919-60.3% | $3,958-70.7% | $4,139-72.0% |
| Admin fee / account holder | $551 | $5,982-90.8% | $6,033-90.9% | $7,234-92.4% |