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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 | $8,216 | $85,196-90.4% | $76,383-89.2% | $145,897-94.4% |
| Participation rate | 66.7% | 82.9%-16.3pp | 79.3%-12.6pp | 80.3%-13.6pp |
| Annual return | 17.35% | 13.13%+4.2pp | 13.79%+3.6pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,312 | $5,268-56.1% | $4,587-49.6% | $4,663-50.4% |
| Participant deferral / active EE | $2,529 | $6,386-60.4% | $5,474-53.8% | $6,689-62.2% |
| Admin fee / account holder | $3,917 | $5,786-32.3% | $5,147-23.9% | $13,390-70.7% |