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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 | $11,587 | $135,956-91.5% | $123,894-90.6% | $273,972-95.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 13.22% | 56.63%-43.4pp | 47.52%-34.3pp | 41.46%-28.2pp |
| Employer contribution / active EE | $1,569 | $5,170-69.7% | $4,617-66.0% | $4,869-67.8% |
| Participant deferral / active EE | $2,390 | $6,343-62.3% | $5,984-60.1% | $5,287-54.8% |
| Admin fee / account holder | $870 | $9,817-91.1% | $8,357-89.6% | $10,133-91.4% |