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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 | $9,122 | $45,123-79.8% | $85,240-89.3% | $74,478-87.8% |
| Participation rate | 39.9% | 49.4%-9.5pp | 67.5%-27.6pp | 67.2%-27.3pp |
| Annual return | 18.18% | 26.32%-8.1pp | 66.75%-48.6pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $574 | $1,459-60.6% | $2,735-79.0% | $2,626-78.1% |
| Participant deferral / active EE | $1,141 | $2,736-58.3% | $4,527-74.8% | $4,350-73.8% |
| Admin fee / account holder | $1,104 | $2,215-50.1% | $6,165-82.1% | $1,946-43.2% |