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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 | $9,054 | $49,239-81.6% | $70,462-87.2% | $79,858-88.7% |
| Participation rate | 37.0% | 69.2%-32.1pp | 75.1%-38.0pp | 69.6%-32.6pp |
| Annual return | 39.13% | 30.08%+9.1pp | 109.08%-69.9pp | 31.72%+7.4pp |
| Employer contribution / active EE | $836 | $2,100-60.2% | $2,737-69.5% | $2,471-66.2% |
| Participant deferral / active EE | $1,799 | $2,769-35.0% | $3,710-51.5% | $3,740-51.9% |
| Admin fee / account holder | $1,470 | $2,876-48.9% | $3,845-61.8% | $5,306-72.3% |