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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 | $8,027 | $81,331-90.1% | $155,534-94.8% | $80,935-90.1% |
| Participation rate | 35.3% | 66.3%-31.0pp | 78.2%-42.9pp | 67.7%-32.4pp |
| Annual return | 33.54% | 33.37%+0.2pp | 64.92%-31.4pp | 35.66%-2.1pp |
| Employer contribution / active EE | $696 | $3,105-77.6% | $4,675-85.1% | $2,757-74.8% |
| Participant deferral / active EE | $993 | $3,454-71.3% | $5,630-82.4% | $4,299-76.9% |
| Admin fee / account holder | $1,209 | $7,999-84.9% | $15,900-92.4% | $6,924-82.5% |