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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 | $15,108 | $183,516-91.8% | $155,534-90.3% | $145,884-89.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.73% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,536 | $5,315-71.1% | $4,675-67.1% | $4,662-67.0% |
| Participant deferral / active EE | $4,330 | $6,467-33.0% | $5,630-23.1% | $6,690-35.3% |
| Admin fee / account holder | $1,440 | $19,293-92.5% | $15,900-90.9% | $13,392-89.3% |