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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 | $6,610 | $111,535-94.1% | $105,223-93.7% | $137,256-95.2% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 80.0%-15.0pp |
| Annual return | 20.95% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,395 | $3,939-64.6% | $3,689-62.2% | $4,156-66.4% |
| Participant deferral / active EE | $3,611 | $5,500-34.3% | $5,072-28.8% | $6,407-43.6% |
| Admin fee / account holder | $970 | $9,721-90.0% | $8,859-89.1% | $12,270-92.1% |