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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 | $10,108 | $106,280-90.5% | $96,538-89.5% | $139,487-92.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 22.84% | 38.48%-15.6pp | 35.74%-12.9pp | 373.84%-351.0pp |
| Employer contribution / active EE | $1,785 | $4,107-56.5% | $3,740-52.3% | $4,755-62.5% |
| Participant deferral / active EE | $2,700 | $5,457-50.5% | $4,880-44.7% | $6,713-59.8% |
| Admin fee / account holder | $702 | $7,888-91.1% | $6,737-89.6% | $11,407-93.8% |