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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 | $9,779 | $103,393-90.5% | $87,103-88.8% | $152,909-93.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 32.86% | 28.10%+4.8pp | 28.19%+4.7pp | 345.46%-312.6pp |
| Employer contribution / active EE | $3,401 | $3,221+5.6% | $2,521+34.9% | $4,764-28.6% |
| Participant deferral / active EE | $5,029 | $4,778+5.2% | $4,049+24.2% | $5,851-14.1% |
| Admin fee / account holder | $3,730 | $12,195-69.4% | $7,491-50.2% | $11,601-67.8% |