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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 | $7,769 | $51,606-84.9% | $129,339-94.0% | $80,911-90.4% |
| Participation rate | 41.2% | 57.0%-15.8pp | 69.6%-28.5pp | 67.6%-26.5pp |
| Annual return | 15.32% | 20.76%-5.4pp | 9437.05%-9421.7pp | 35.63%-20.3pp |
| Employer contribution / active EE | $798 | $1,582-49.6% | $4,154-80.8% | $2,756-71.1% |
| Participant deferral / active EE | $844 | $2,669-68.4% | $4,170-79.8% | $4,297-80.4% |
| Admin fee / account holder | $1,235 | $4,310-71.4% | $7,668-83.9% | $6,935-82.2% |