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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 | $8,876 | $160,040-94.5% | $147,096-94.0% | $145,877-93.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.36% | 98.49%-79.1pp | 419.75%-400.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,167 | $5,289-77.9% | $4,936-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $2,915 | $8,429-65.4% | $8,071-63.9% | $6,691-56.4% |
| Admin fee / account holder | $423 | $15,050-97.2% | $13,005-96.7% | $13,402-96.8% |