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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 | $25,098 | $198,457-87.4% | $170,435-85.3% | $147,586-83.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 13.18% | 257.30%-244.1pp | 205.94%-192.8pp | 578.59%-565.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,818 | $5,629+56.6% | $4,939+78.5% | $5,439+62.1% |
| Admin fee / account holder | $8,067 | $16,852-52.1% | $13,881-41.9% | $10,886-25.9% |