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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 | $11,393 | $91,198-87.5% | $178,503-93.6% | $79,856-85.7% |
| Participation rate | 44.0% | 69.2%-25.2pp | 81.9%-37.9pp | 69.6%-25.6pp |
| Annual return | 11.79% | 24.20%-12.4pp | 151.12%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,150 | $3,257-64.7% | $5,011-77.0% | $2,471-53.4% |
| Participant deferral / active EE | $1,267 | $3,237-60.9% | $5,202-75.6% | $3,741-66.1% |
| Admin fee / account holder | $2,800 | $6,748-58.5% | $13,987-80.0% | $5,306-47.2% |