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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 | $8,068 | $111,535-92.8% | $105,223-92.3% | $137,256-94.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 18.28% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,471 | $3,939-62.6% | $3,689-60.1% | $4,156-64.6% |
| Participant deferral / active EE | $2,614 | $5,500-52.5% | $5,072-48.5% | $6,407-59.2% |
| Admin fee / account holder | $3,804 | $9,721-60.9% | $8,859-57.1% | $12,270-69.0% |