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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 | $4,208 | $110,410-96.2% | $102,437-95.9% | $145,897-97.1% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 16.48% | 24.85%-8.4pp | 24.95%-8.5pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,452 | $4,217-65.6% | $3,871-62.5% | $4,663-68.9% |
| Participant deferral / active EE | $1,624 | $5,622-71.1% | $5,060-67.9% | $6,689-75.7% |
| Admin fee / account holder | $920 | $9,745-90.6% | $8,388-89.0% | $13,390-93.1% |