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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 | $9,130 | $49,239-81.5% | $70,462-87.0% | $79,858-88.6% |
| Participation rate | 50.8% | 69.2%-18.4pp | 75.1%-24.2pp | 69.6%-18.8pp |
| Annual return | 114.86% | 30.08%+84.8pp | 109.08%+5.8pp | 31.72%+83.1pp |
| Employer contribution / active EE | $410 | $2,100-80.5% | $2,737-85.0% | $2,471-83.4% |
| Participant deferral / active EE | $1,072 | $2,769-61.3% | $3,710-71.1% | $3,740-71.3% |
| Admin fee / account holder | $586 | $2,876-79.6% | $3,845-84.8% | $5,306-89.0% |