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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 | $7,741 | $172,111-95.5% | $150,298-94.8% | $137,256-94.4% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 27.22% | 69.37%-42.2pp | 62.79%-35.6pp | 220.34%-193.1pp |
| Employer contribution / active EE | $835 | $4,636-82.0% | $4,154-79.9% | $4,156-79.9% |
| Participant deferral / active EE | $2,046 | $6,166-66.8% | $5,453-62.5% | $6,407-68.1% |
| Admin fee / account holder | $2,197 | $16,471-86.7% | $14,116-84.4% | $12,270-82.1% |