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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 | $9,140 | $89,259-89.8% | $107,187-91.5% | $82,637-88.9% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 23.79% | 21.02%+2.8pp | 204.55%-180.8pp | 53.51%-29.7pp |
| Employer contribution / active EE | $1,490 | $3,080-51.6% | $3,782-60.6% | $2,552-41.6% |
| Participant deferral / active EE | $2,894 | $4,037-28.3% | $5,096-43.2% | $4,126-29.9% |
| Admin fee / account holder | $2,989 | $7,381-59.5% | $9,162-67.4% | $7,339-59.3% |