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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 | $8,475 | $111,535-92.4% | $105,223-91.9% | $137,256-93.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 21.70% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $993 | $3,939-74.8% | $3,689-73.1% | $4,156-76.1% |
| Participant deferral / active EE | $1,587 | $5,500-71.1% | $5,072-68.7% | $6,407-75.2% |
| Admin fee / account holder | $2,018 | $9,721-79.2% | $8,859-77.2% | $12,270-83.6% |