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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 | $10,506 | $211,288-95.0% | $178,540-94.1% | $145,884-92.8% |
| Participation rate | 47.1% | 80.8%-33.8pp | 77.1%-30.1pp | 80.3%-33.2pp |
| Annual return | 10.52% | 30.27%-19.8pp | 27.15%-16.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,054 | $4,574-77.0% | $3,953-73.3% | $4,662-77.4% |
| Participant deferral / active EE | $1,513 | $6,967-78.3% | $6,281-75.9% | $6,690-77.4% |
| Admin fee / account holder | $456 | $12,105-96.2% | $10,424-95.6% | $13,392-96.6% |