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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 | $7,174 | $81,358-91.2% | $155,556-95.4% | $80,959-91.1% |
| Participation rate | 51.0% | 66.3%-15.2pp | 78.2%-27.2pp | 67.7%-16.6pp |
| Annual return | 58.18% | 33.39%+24.8pp | 64.84%-6.7pp | 35.67%+22.5pp |
| Employer contribution / active EE | $1,315 | $3,106-57.7% | $4,675-71.9% | $2,757-52.3% |
| Participant deferral / active EE | $1,633 | $3,455-52.7% | $5,631-71.0% | $4,300-62.0% |
| Admin fee / account holder | $682 | $7,994-91.5% | $15,885-95.7% | $6,925-90.1% |