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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 | $7,844 | $111,814-93.0% | $93,654-91.6% | $145,959-94.6% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 15.78% | 203.30%-187.5pp | 133.34%-117.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,176 | $3,092-62.0% | $2,421-51.4% | $4,661-74.8% |
| Participant deferral / active EE | $1,490 | $4,914-69.7% | $4,413-66.2% | $6,689-77.7% |
| Admin fee / account holder | $597 | $10,246-94.2% | $8,282-92.8% | $13,398-95.5% |