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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 | $10,884 | $154,228-92.9% | $145,433-92.5% | $137,256-92.1% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 22.03% | 74.59%-52.6pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,565 | $4,804-67.4% | $4,554-65.6% | $4,156-62.3% |
| Participant deferral / active EE | $2,565 | $8,216-68.8% | $7,897-67.5% | $6,407-60.0% |
| Admin fee / account holder | $460 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |