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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 | $9,400 | $110,337-91.5% | $102,383-90.8% | $145,877-93.6% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 20.08% | 24.83%-4.8pp | 24.94%-4.9pp | 551.28%-531.2pp |
| Employer contribution / active EE | $1,697 | $4,216-59.8% | $3,870-56.2% | $4,663-63.6% |
| Participant deferral / active EE | $2,956 | $5,621-47.4% | $5,060-41.6% | $6,691-55.8% |
| Admin fee / account holder | $786 | $9,750-91.9% | $8,391-90.6% | $13,402-94.1% |