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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 | $7,015 | $100,279-93.0% | $81,353-91.4% | $145,884-95.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 11.30% | 34.49%-23.2pp | 24.82%-13.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $680 | $2,979-77.2% | $2,464-72.4% | $4,662-85.4% |
| Participant deferral / active EE | $1,028 | $4,611-77.7% | $3,885-73.5% | $6,690-84.6% |
| Admin fee / account holder | $1,274 | $8,206-84.5% | $5,766-77.9% | $13,392-90.5% |