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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 | $13,681 | $183,592-92.5% | $155,574-91.2% | $145,877-90.6% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 12.51% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,314 | $5,317-75.3% | $4,676-71.9% | $4,663-71.8% |
| Participant deferral / active EE | $4,256 | $6,466-34.2% | $5,629-24.4% | $6,691-36.4% |
| Admin fee / account holder | $628 | $19,316-96.7% | $15,914-96.1% | $13,402-95.3% |