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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 | $9,551 | $65,364-85.4% | $92,909-89.7% | $72,975-86.9% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 19.71% | 42.11%-22.4pp | 109.44%-89.7pp | 81.01%-61.3pp |
| Employer contribution / active EE | $1,675 | $2,594-35.4% | $3,653-54.1% | $2,440-31.3% |
| Participant deferral / active EE | $2,357 | $3,128-24.6% | $4,238-44.4% | $3,608-34.7% |
| Admin fee / account holder | $1,113 | $4,251-73.8% | $5,795-80.8% | $5,124-78.3% |