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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 | $7,096 | $81,504-91.3% | $102,437-93.1% | $80,959-91.2% |
| Participation rate | 46.7% | 66.9%-20.2pp | 74.5%-27.8pp | 67.7%-21.0pp |
| Annual return | 18.23% | 25.60%-7.4pp | 24.95%-6.7pp | 35.67%-17.4pp |
| Employer contribution / active EE | $1,160 | $3,104-62.6% | $3,871-70.0% | $2,757-57.9% |
| Participant deferral / active EE | $1,733 | $3,871-55.2% | $5,060-65.7% | $4,300-59.7% |
| Admin fee / account holder | $910 | $6,719-86.5% | $8,388-89.1% | $6,925-86.9% |