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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 | $117,829-92.6% | $102,423-91.5% | $145,877-94.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 24.77% | 31.83%-7.1pp | 29.42%-4.6pp | 551.28%-526.5pp |
| Employer contribution / active EE | $2,336 | $3,615-35.4% | $3,023-22.7% | $4,663-49.9% |
| Participant deferral / active EE | $2,358 | $5,732-58.9% | $5,054-53.4% | $6,691-64.8% |
| Admin fee / account holder | $2,390 | $13,335-82.1% | $9,455-74.7% | $13,402-82.2% |