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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 | $9,679 | $110,379-91.2% | $102,412-90.5% | $145,884-93.4% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 25.51% | 24.84%+0.7pp | 24.94%+0.6pp | 551.85%-526.3pp |
| Employer contribution / active EE | $2,443 | $4,216-42.1% | $3,870-36.9% | $4,662-47.6% |
| Participant deferral / active EE | $3,568 | $5,622-36.5% | $5,060-29.5% | $6,690-46.7% |
| Admin fee / account holder | $1,735 | $9,745-82.2% | $8,388-79.3% | $13,392-87.0% |