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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 | $11,307 | $43,496-74.0% | $161,489-93.0% | $64,340-82.4% |
| Participation rate | 37.8% | 53.5%-15.7pp | 78.7%-40.9pp | 55.2%-17.4pp |
| Annual return | 25.75% | 20.76%+5.0pp | 89.72%-64.0pp | 24.14%+1.6pp |
| Employer contribution / active EE | $589 | $1,431-58.9% | $4,268-86.2% | $1,862-68.4% |
| Participant deferral / active EE | $1,636 | $1,996-18.1% | $5,630-70.9% | $2,980-45.1% |
| Admin fee / account holder | $679 | $2,330-70.9% | $16,006-95.8% | $3,703-81.7% |