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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 | $7,253 | $108,882-93.3% | $96,754-92.5% | $154,746-95.3% |
| Participation rate | 59.1% | 75.1%-16.0pp | 70.3%-11.2pp | 80.7%-21.6pp |
| Annual return | 17.22% | 98.39%-81.2pp | 82.04%-64.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $452 | $3,018-85.0% | $2,679-83.1% | $4,379-89.7% |
| Participant deferral / active EE | $1,857 | $5,323-65.1% | $4,758-61.0% | $6,730-72.4% |
| Admin fee / account holder | $756 | $10,200-92.6% | $8,905-91.5% | $14,365-94.7% |