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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 | $9,581 | $183,592-94.8% | $155,574-93.8% | $145,877-93.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.81% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,980 | $5,317-62.8% | $4,676-57.7% | $4,663-57.5% |
| Participant deferral / active EE | $2,262 | $6,466-65.0% | $5,629-59.8% | $6,691-66.2% |
| Admin fee / account holder | $2,853 | $19,316-85.2% | $15,914-82.1% | $13,402-78.7% |