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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 | $11,480 | $90,509-87.3% | $78,693-85.4% | $273,968-95.8% |
| Participation rate | 45.5% | 76.5%-31.1pp | 73.6%-28.1pp | 83.0%-37.6pp |
| Annual return | 12.32% | 75.61%-63.3pp | 62.18%-49.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $219 | $3,175-93.1% | $2,850-92.3% | $4,869-95.5% |
| Participant deferral / active EE | $1,637 | $3,901-58.1% | $3,517-53.5% | $5,287-69.0% |
| Admin fee / account holder | $397 | $5,264-92.5% | $4,511-91.2% | $10,132-96.1% |