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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 | $5,706 | $58,627-90.3% | $76,735-92.6% | $82,448-93.1% |
| Participation rate | 54.8% | 63.2%-8.5pp | 69.5%-14.7pp | 68.1%-13.3pp |
| Annual return | 43.63% | 39.10%+4.5pp | 29.77%+13.9pp | 41.64%+2.0pp |
| Employer contribution / active EE | $959 | $1,729-44.6% | $2,454-60.9% | $2,551-62.4% |
| Participant deferral / active EE | $1,321 | $3,134-57.9% | $4,088-67.7% | $4,139-68.1% |
| Admin fee / account holder | $1,404 | $5,323-73.6% | $7,189-80.5% | $7,234-80.6% |