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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 | $6,428 | $48,314-86.7% | $67,561-90.5% | $80,925-92.1% |
| Participation rate | 56.0% | 66.4%-10.4pp | 72.9%-16.9pp | 67.7%-11.7pp |
| Annual return | 15.51% | 18.28%-2.8pp | 3525.44%-3509.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $903 | $2,022-55.3% | $2,735-67.0% | $2,756-67.2% |
| Participant deferral / active EE | $1,729 | $2,927-40.9% | $4,003-56.8% | $4,299-59.8% |
| Admin fee / account holder | $376 | $3,690-89.8% | $4,006-90.6% | $6,940-94.6% |