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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 | $7,716 | $74,535-89.6% | $100,712-92.3% | $82,637-90.7% |
| Participation rate | 57.6% | 61.2%-3.6pp | 69.3%-11.7pp | 68.1%-10.5pp |
| Annual return | 25.79% | 18.92%+6.9pp | 33.27%-7.5pp | 53.51%-27.7pp |
| Employer contribution / active EE | $1,116 | $1,503-25.7% | $2,313-51.7% | $2,552-56.3% |
| Participant deferral / active EE | $2,416 | $3,074-21.4% | $4,085-40.9% | $4,126-41.4% |
| Admin fee / account holder | $2,166 | $6,576-67.1% | $9,256-76.6% | $7,339-70.5% |