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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 | $9,435 | $84,236-88.8% | $170,435-94.5% | $70,126-86.5% |
| Participation rate | 30.4% | 70.8%-40.4pp | 83.6%-53.2pp | 69.5%-39.1pp |
| Annual return | 23.82% | 23.06%+0.8pp | 205.94%-182.1pp | 73.15%-49.3pp |
| Employer contribution / active EE | $668 | $3,387-80.3% | $5,432-87.7% | $2,343-71.5% |
| Participant deferral / active EE | $1,122 | $3,086-63.6% | $4,939-77.3% | $3,332-66.3% |
| Admin fee / account holder | $548 | $5,698-90.4% | $13,881-96.1% | $4,645-88.2% |