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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 | $7,874 | $62,409-87.4% | $120,574-93.5% | $74,459-89.4% |
| Participation rate | 32.4% | 56.8%-24.4pp | 71.9%-39.6pp | 67.2%-34.8pp |
| Annual return | 12.59% | 18.62%-6.0pp | 107.42%-94.8pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $671 | $1,847-63.7% | $3,471-80.7% | $2,626-74.4% |
| Participant deferral / active EE | $1,995 | $2,888-30.9% | $4,996-60.1% | $4,350-54.1% |
| Admin fee / account holder | $5,762 | $2,394+140.7% | $9,445-39.0% | $1,945+196.3% |