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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 | $6,287 | $182,442-96.6% | $163,379-96.2% | $138,895-95.5% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.8%-13.7pp | 79.9%-16.8pp |
| Annual return | 39.48% | 72.74%-33.3pp | 63.41%-23.9pp | 145.39%-105.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,677 | $6,817-60.7% | $6,282-57.4% | $6,396-58.1% |
| Admin fee / account holder | $944 | $10,396-90.9% | $9,818-90.4% | $12,562-92.5% |