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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 | $4,816 | $174,379-97.2% | $152,093-96.8% | $138,895-96.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 49.37% | 74.86%-25.5pp | 66.36%-17.0pp | 145.39%-96.0pp |
| Employer contribution / active EE | $1,198 | $4,652-74.2% | $4,175-71.3% | $4,194-71.4% |
| Participant deferral / active EE | $2,832 | $6,159-54.0% | $5,451-48.1% | $6,396-55.7% |
| Admin fee / account holder | $530 | $16,880-96.9% | $14,497-96.3% | $12,562-95.8% |