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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 | $11,885 | $117,846-89.9% | $102,434-88.4% | $145,884-91.9% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 27.32% | 31.90%-4.6pp | 29.46%-2.1pp | 551.85%-524.5pp |
| Employer contribution / active EE | $1,293 | $3,615-64.2% | $3,023-57.2% | $4,662-72.3% |
| Participant deferral / active EE | $4,846 | $5,733-15.5% | $5,055-4.1% | $6,690-27.6% |
| Admin fee / account holder | $1,113 | $13,356-91.7% | $9,462-88.2% | $13,392-91.7% |