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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 | $8,870 | $154,228-94.2% | $145,433-93.9% | $137,256-93.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 29.69% | 74.59%-44.9pp | 66.58%-36.9pp | 220.34%-190.7pp |
| Employer contribution / active EE | $1,533 | $4,804-68.1% | $4,554-66.3% | $4,156-63.1% |
| Participant deferral / active EE | $2,976 | $8,216-63.8% | $7,897-62.3% | $6,407-53.6% |
| Admin fee / account holder | $479 | $14,344-96.7% | $13,129-96.4% | $12,270-96.1% |