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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 | $8,655 | $110,410-92.2% | $102,437-91.6% | $145,897-94.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.82% | 24.85%-15.0pp | 24.95%-15.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,066 | $4,217-74.7% | $3,871-72.5% | $4,663-77.1% |
| Participant deferral / active EE | $4,186 | $5,622-25.5% | $5,060-17.3% | $6,689-37.4% |
| Admin fee / account holder | $1,499 | $9,745-84.6% | $8,388-82.1% | $13,390-88.8% |