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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 | $9,355 | $45,109-79.3% | $85,187-89.0% | $77,736-88.0% |
| Participation rate | 20.9% | 48.7%-27.7pp | 67.5%-46.6pp | 70.6%-49.6pp |
| Annual return | 35.06% | 79.55%-44.5pp | 66.67%-31.6pp | 31.26%+3.8pp |
| Employer contribution / active EE | $536 | $1,602-66.5% | $2,732-80.4% | $2,728-80.3% |
| Participant deferral / active EE | $1,045 | $2,814-62.9% | $4,525-76.9% | $4,651-77.5% |
| Admin fee / account holder | $378 | $915-58.6% | $6,162-93.9% | $433-12.7% |