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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 | $6,553 | $51,638-87.3% | $129,406-94.9% | $80,959-91.9% |
| Participation rate | 55.4% | 56.9%-1.5pp | 69.6%-14.2pp | 67.7%-12.2pp |
| Annual return | 27.40% | 20.78%+6.6pp | 9468.18%-9440.8pp | 35.67%-8.3pp |
| Employer contribution / active EE | $1,044 | $1,584-34.1% | $4,155-74.9% | $2,757-62.1% |
| Participant deferral / active EE | $2,097 | $2,670-21.5% | $4,167-49.7% | $4,300-51.2% |
| Admin fee / account holder | $301 | $4,313-93.0% | $7,689-96.1% | $6,925-95.7% |