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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 | $10,458 | $211,288-95.1% | $178,540-94.1% | $145,884-92.8% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 13.91% | 30.27%-16.4pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,684 | $4,574-63.2% | $3,953-57.4% | $4,662-63.9% |
| Participant deferral / active EE | $3,081 | $6,967-55.8% | $6,281-50.9% | $6,690-53.9% |
| Admin fee / account holder | $1,670 | $12,105-86.2% | $10,424-84.0% | $13,392-87.5% |