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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 | $9,683 | $148,629-93.5% | $135,982-92.9% | $139,487-93.1% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 18.19% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $3,091 | $5,247-41.1% | $4,859-36.4% | $4,755-35.0% |
| Participant deferral / active EE | $3,514 | $8,102-56.6% | $7,760-54.7% | $6,713-47.7% |
| Admin fee / account holder | $22,338 | $12,406+80.1% | $10,767+107.5% | $11,407+95.8% |