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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 | $8,030 | $110,379-92.7% | $102,412-92.2% | $145,884-94.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.90% | 24.84%-12.9pp | 24.94%-13.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $891 | $4,216-78.9% | $3,870-77.0% | $4,662-80.9% |
| Participant deferral / active EE | $1,918 | $5,622-65.9% | $5,060-62.1% | $6,690-71.3% |
| Admin fee / account holder | $2,155 | $9,745-77.9% | $8,388-74.3% | $13,392-83.9% |