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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 | $7,687 | $110,379-93.0% | $102,412-92.5% | $145,884-94.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 22.43% | 24.84%-2.4pp | 24.94%-2.5pp | 551.85%-529.4pp |
| Employer contribution / active EE | $1,639 | $4,216-61.1% | $3,870-57.7% | $4,662-64.9% |
| Participant deferral / active EE | $3,108 | $5,622-44.7% | $5,060-38.6% | $6,690-53.5% |
| Admin fee / account holder | $1,100 | $9,745-88.7% | $8,388-86.9% | $13,392-91.8% |