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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 | $9,952 | $104,937-90.5% | $84,628-88.2% | $152,897-93.5% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 26.72% | 373.88%-347.2pp | 258.80%-232.1pp | 345.43%-318.7pp |
| Employer contribution / active EE | $780 | $3,303-76.4% | $2,653-70.6% | $4,764-83.6% |
| Participant deferral / active EE | $1,377 | $4,690-70.6% | $3,900-64.7% | $5,851-76.5% |
| Admin fee / account holder | $514 | $6,243-91.8% | $4,914-89.5% | $11,599-95.6% |