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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 | $7,528 | $81,276-90.7% | $155,574-95.2% | $80,925-90.7% |
| Participation rate | 62.9% | 66.2%-3.3pp | 78.2%-15.3pp | 67.7%-4.8pp |
| Annual return | 17.38% | 33.36%-16.0pp | 64.87%-47.5pp | 35.65%-18.3pp |
| Employer contribution / active EE | $512 | $3,103-83.5% | $4,676-89.1% | $2,756-81.4% |
| Participant deferral / active EE | $1,187 | $3,453-65.6% | $5,629-78.9% | $4,299-72.4% |
| Admin fee / account holder | $407 | $7,993-94.9% | $15,914-97.4% | $6,940-94.1% |