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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 | $9,495 | $175,259-94.6% | $149,723-93.7% | $139,487-93.2% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 24.41% | 166.82%-142.4pp | 134.50%-110.1pp | 373.84%-349.4pp |
| Employer contribution / active EE | $1,180 | $5,478-78.5% | $4,821-75.5% | $4,755-75.2% |
| Participant deferral / active EE | $2,830 | $6,522-56.6% | $5,682-50.2% | $6,713-57.8% |
| Admin fee / account holder | $1,450 | $16,158-91.0% | $13,215-89.0% | $11,407-87.3% |