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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 | $8,446 | $185,312-95.4% | $161,489-94.8% | $154,746-94.5% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 22.92% | 103.84%-80.9pp | 89.72%-66.8pp | 172.34%-149.4pp |
| Employer contribution / active EE | $2,156 | $4,769-54.8% | $4,268-49.5% | $4,379-50.8% |
| Participant deferral / active EE | $2,548 | $6,350-59.9% | $5,630-54.7% | $6,730-62.1% |
| Admin fee / account holder | $1,625 | $18,654-91.3% | $16,006-89.8% | $14,365-88.7% |