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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 | $8,474 | $110,379-92.3% | $102,412-91.7% | $145,884-94.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 15.32% | 24.84%-9.5pp | 24.94%-9.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,903 | $4,216-54.9% | $3,870-50.8% | $4,662-59.2% |
| Participant deferral / active EE | $5,190 | $5,622-7.7% | $5,060+2.6% | $6,690-22.4% |
| Admin fee / account holder | $497 | $9,745-94.9% | $8,388-94.1% | $13,392-96.3% |