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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 | $8,124 | $63,346-87.2% | $92,239-91.2% | $70,124-88.4% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 13.00% | 530.19%-517.2pp | 176.29%-163.3pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,064 | $2,471-56.9% | $3,680-71.1% | $2,342-54.6% |
| Participant deferral / active EE | $1,946 | $2,854-31.8% | $3,897-50.1% | $3,332-41.6% |
| Admin fee / account holder | $619 | $3,841-83.9% | $5,194-88.1% | $4,645-86.7% |