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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 | $9,904 | $81,504-87.8% | $102,437-90.3% | $80,959-87.8% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 84.53% | 25.60%+58.9pp | 24.95%+59.6pp | 35.67%+48.9pp |
| Employer contribution / active EE | $1,343 | $3,104-56.7% | $3,871-65.3% | $2,757-51.3% |
| Participant deferral / active EE | $1,973 | $3,871-49.0% | $5,060-61.0% | $4,300-54.1% |
| Admin fee / account holder | $1,411 | $6,719-79.0% | $8,388-83.2% | $6,925-79.6% |