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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 | $14,075 | $135,956-89.6% | $123,894-88.6% | $273,972-94.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 19.26% | 56.63%-37.4pp | 47.52%-28.3pp | 41.46%-22.2pp |
| Employer contribution / active EE | $4,048 | $5,170-21.7% | $4,617-12.3% | $4,869-16.9% |
| Participant deferral / active EE | $6,423 | $6,343+1.3% | $5,984+7.3% | $5,287+21.5% |
| Admin fee / account holder | $2,956 | $9,817-69.9% | $8,357-64.6% | $10,133-70.8% |