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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 | $7,427 | $110,410-93.3% | $102,437-92.7% | $145,897-94.9% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 14.02% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,145 | $4,217-72.8% | $3,871-70.4% | $4,663-75.4% |
| Participant deferral / active EE | $1,929 | $5,622-65.7% | $5,060-61.9% | $6,689-71.2% |
| Admin fee / account holder | $491 | $9,745-95.0% | $8,388-94.2% | $13,390-96.3% |