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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 | $8,040 | $169,336-95.3% | $129,384-93.8% | $145,884-94.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 15.06% | 14408.70%-14393.6pp | 9461.77%-9446.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,585 | $5,540-71.4% | $4,153-61.8% | $4,662-66.0% |
| Participant deferral / active EE | $3,420 | $4,985-31.4% | $4,166-17.9% | $6,690-48.9% |
| Admin fee / account holder | $9,007 | $9,912-9.1% | $7,686+17.2% | $13,392-32.7% |