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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 | $15,403 | $178,174-91.4% | $156,181-90.1% | $137,256-88.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 21.11% | 84.19%-63.1pp | 64.87%-43.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,093 | $4,972-57.9% | $4,294-51.3% | $4,156-49.6% |
| Participant deferral / active EE | $6,924 | $6,888+0.5% | $6,132+12.9% | $6,407+8.1% |
| Admin fee / account holder | $920 | $17,404-94.7% | $14,586-93.7% | $12,270-92.5% |