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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 | $6,535 | $55,902-88.3% | $76,030-91.4% | $80,959-91.9% |
| Participation rate | 66.0% | 62.1%+3.9pp | 69.1%-3.1pp | 67.7%-1.7pp |
| Annual return | 22.21% | 20.59%+1.6pp | 361.54%-339.3pp | 35.67%-13.5pp |
| Employer contribution / active EE | $671 | $1,867-64.0% | $2,688-75.0% | $2,757-75.7% |
| Participant deferral / active EE | $1,680 | $3,051-44.9% | $4,257-60.5% | $4,300-60.9% |
| Admin fee / account holder | $1,184 | $5,239-77.4% | $6,421-81.6% | $6,925-82.9% |