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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 | $8,711 | $117,895-92.6% | $102,460-91.5% | $145,897-94.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 24.77% | 31.92%-7.1pp | 29.47%-4.7pp | 552.29%-527.5pp |
| Employer contribution / active EE | $2,336 | $3,619-35.5% | $3,025-22.8% | $4,663-49.9% |
| Participant deferral / active EE | $2,358 | $5,736-58.9% | $5,056-53.4% | $6,689-64.8% |
| Admin fee / account holder | $2,390 | $13,353-82.1% | $9,460-74.7% | $13,390-82.2% |