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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 | $7,578 | $172,111-95.6% | $150,298-95.0% | $137,256-94.5% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 27.06% | 69.37%-42.3pp | 62.79%-35.7pp | 220.34%-193.3pp |
| Employer contribution / active EE | $1,358 | $4,636-70.7% | $4,154-67.3% | $4,156-67.3% |
| Participant deferral / active EE | $2,238 | $6,166-63.7% | $5,453-59.0% | $6,407-65.1% |
| Admin fee / account holder | $1,621 | $16,471-90.2% | $14,116-88.5% | $12,270-86.8% |