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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 | $14,679 | $156,398-90.6% | $147,318-90.0% | $138,895-89.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.39% | 78.75%-64.4pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $918 | $4,853-81.1% | $4,593-80.0% | $4,194-78.1% |
| Participant deferral / active EE | $3,714 | $8,237-54.9% | $7,906-53.0% | $6,396-41.9% |
| Admin fee / account holder | $767 | $14,976-94.9% | $13,708-94.4% | $12,562-93.9% |