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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 | $11,148 | $81,487-86.3% | $102,412-89.1% | $80,935-86.2% |
| Participation rate | 41.4% | 66.8%-25.5pp | 74.5%-33.1pp | 67.7%-26.3pp |
| Annual return | 50.54% | 25.60%+24.9pp | 24.94%+25.6pp | 35.66%+14.9pp |
| Employer contribution / active EE | $974 | $3,103-68.6% | $3,870-74.8% | $2,757-64.7% |
| Participant deferral / active EE | $2,085 | $3,871-46.1% | $5,060-58.8% | $4,299-51.5% |
| Admin fee / account holder | $732 | $6,717-89.1% | $8,388-91.3% | $6,924-89.4% |