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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 | $8,171 | $161,352-94.9% | $134,172-93.9% | $137,256-94.0% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 25.19% | 28.72%-3.5pp | 25.30%-0.1pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,660 | $4,099-59.5% | $3,420-51.5% | $4,156-60.1% |
| Participant deferral / active EE | $1,704 | $5,552-69.3% | $4,690-63.7% | $6,407-73.4% |
| Admin fee / account holder | $2,707 | $15,028-82.0% | $12,016-77.5% | $12,270-77.9% |