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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 | $8,286 | $84,236-90.2% | $170,435-95.1% | $70,126-88.2% |
| Participation rate | 61.7% | 70.8%-9.1pp | 83.6%-21.9pp | 69.5%-7.8pp |
| Annual return | 18.83% | 23.06%-4.2pp | 205.94%-187.1pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,181 | $3,387-65.1% | $5,432-78.3% | $2,343-49.6% |
| Participant deferral / active EE | $2,794 | $3,086-9.4% | $4,939-43.4% | $3,332-16.1% |
| Admin fee / account holder | $1,557 | $5,698-72.7% | $13,881-88.8% | $4,645-66.5% |