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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 | $5,276 | $111,830-95.3% | $93,696-94.4% | $145,884-96.4% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.8pp |
| Annual return | 16.63% | 204.08%-187.4pp | 133.74%-117.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $929 | $3,093-70.0% | $2,422-61.7% | $4,662-80.1% |
| Participant deferral / active EE | $1,626 | $4,920-67.0% | $4,417-63.2% | $6,690-75.7% |
| Admin fee / account holder | $453 | $10,249-95.6% | $8,287-94.5% | $13,392-96.6% |