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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 | $7,873 | $81,358-90.3% | $155,556-94.9% | $80,959-90.3% |
| Participation rate | 59.2% | 66.3%-7.1pp | 78.2%-19.0pp | 67.7%-8.5pp |
| Annual return | 14.68% | 33.39%-18.7pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,690 | $3,106-45.6% | $4,675-63.9% | $2,757-38.7% |
| Participant deferral / active EE | $3,237 | $3,455-6.3% | $5,631-42.5% | $4,300-24.7% |
| Admin fee / account holder | $803 | $7,994-90.0% | $15,885-94.9% | $6,925-88.4% |