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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 | $9,082 | $73,978-87.7% | $96,515-90.6% | $75,173-87.9% |
| Participation rate | 54.1% | 66.4%-12.3pp | 74.3%-20.2pp | 67.2%-13.1pp |
| Annual return | 30.88% | 26.72%+4.2pp | 35.73%-4.8pp | 160.72%-129.8pp |
| Employer contribution / active EE | $1,125 | $2,931-61.6% | $3,740-69.9% | $2,671-57.9% |
| Participant deferral / active EE | $2,306 | $3,660-37.0% | $4,880-52.8% | $4,126-44.1% |
| Admin fee / account holder | $2,234 | $5,219-57.2% | $6,735-66.8% | $5,651-60.5% |