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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 | $9,814 | $54,558-82.0% | $76,002-87.1% | $74,546-86.8% |
| Participation rate | 24.6% | 60.3%-35.7pp | 69.1%-44.4pp | 67.2%-42.6pp |
| Annual return | 17.25% | 31.83%-14.6pp | 360.07%-342.8pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $544 | $1,778-69.4% | $2,688-79.8% | $2,624-79.3% |
| Participant deferral / active EE | $986 | $3,065-67.8% | $4,257-76.8% | $4,347-77.3% |
| Admin fee / account holder | $3,147 | $2,232+41.0% | $6,414-50.9% | $1,944+61.9% |