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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 | $7,145 | $81,504-91.2% | $102,437-93.0% | $80,959-91.2% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 18.67% | 25.60%-6.9pp | 24.95%-6.3pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,149 | $3,104-63.0% | $3,871-70.3% | $2,757-58.3% |
| Participant deferral / active EE | $2,314 | $3,871-40.2% | $5,060-54.3% | $4,300-46.2% |
| Admin fee / account holder | $511 | $6,719-92.4% | $8,388-93.9% | $6,925-92.6% |