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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 | $2,979 | $101,618-97.1% | $93,063-96.8% | $137,256-97.8% |
| Participation rate | 68.4% | 74.9%-6.5pp | 72.1%-3.7pp | 80.0%-11.5pp |
| Annual return | 26.19% | 223.95%-197.8pp | 34.15%-8.0pp | 220.34%-194.1pp |
| Employer contribution / active EE | $527 | $2,707-80.5% | $2,476-78.7% | $4,156-87.3% |
| Participant deferral / active EE | $1,023 | $4,279-76.1% | $3,958-74.1% | $6,407-84.0% |
| Admin fee / account holder | $789 | $6,198-87.3% | $6,033-86.9% | $12,270-93.6% |