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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 | $8,767 | $182,442-95.2% | $163,379-94.6% | $138,895-93.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 23.65% | 72.74%-49.1pp | 63.41%-39.8pp | 145.39%-121.7pp |
| Employer contribution / active EE | $851 | $4,159-79.5% | $3,752-77.3% | $4,194-79.7% |
| Participant deferral / active EE | $1,560 | $6,817-77.1% | $6,282-75.2% | $6,396-75.6% |
| Admin fee / account holder | $643 | $10,396-93.8% | $9,818-93.5% | $12,562-94.9% |