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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 | $9,132 | $81,696-88.8% | $70,494-87.0% | $158,982-94.3% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 12.79% | 208.70%-195.9pp | 109.16%-96.4pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,805 | $3,220-43.9% | $2,738-34.1% | $4,763-62.1% |
| Participant deferral / active EE | $2,299 | $4,558-49.6% | $3,711-38.0% | $5,983-61.6% |
| Admin fee / account holder | $1,628 | $6,200-73.7% | $3,848-57.7% | $11,252-85.5% |