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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 | $3,766 | $101,618-96.3% | $93,063-96.0% | $137,256-97.3% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 32.95% | 223.95%-191.0pp | 34.15%-1.2pp | 220.34%-187.4pp |
| Employer contribution / active EE | $1,337 | $2,707-50.6% | $2,476-46.0% | $4,156-67.8% |
| Participant deferral / active EE | $2,023 | $4,279-52.7% | $3,958-48.9% | $6,407-68.4% |
| Admin fee / account holder | $688 | $6,198-88.9% | $6,033-88.6% | $12,270-94.4% |