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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 | $10,694 | $103,387-89.7% | $87,102-87.7% | $152,885-93.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 25.03% | 28.10%-3.1pp | 28.19%-3.2pp | 345.39%-320.4pp |
| Employer contribution / active EE | $1,154 | $3,221-64.2% | $2,521-54.2% | $4,763-75.8% |
| Participant deferral / active EE | $1,666 | $4,778-65.1% | $4,048-58.9% | $5,851-71.5% |
| Admin fee / account holder | $302 | $12,193-97.5% | $7,491-96.0% | $11,598-97.4% |