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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 | $2,836 | $100,279-97.2% | $81,353-96.5% | $145,884-98.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 18.25% | 34.49%-16.2pp | 24.82%-6.6pp | 551.85%-533.6pp |
| Employer contribution / active EE | $466 | $2,979-84.4% | $2,464-81.1% | $4,662-90.0% |
| Participant deferral / active EE | $1,089 | $4,611-76.4% | $3,885-72.0% | $6,690-83.7% |
| Admin fee / account holder | $573 | $8,206-93.0% | $5,766-90.1% | $13,392-95.7% |