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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 | $8,691 | $183,516-95.3% | $155,534-94.4% | $145,884-94.0% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 13.76% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,173 | $5,315-77.9% | $4,675-74.9% | $4,662-74.8% |
| Participant deferral / active EE | $2,020 | $6,467-68.8% | $5,630-64.1% | $6,690-69.8% |
| Admin fee / account holder | $1,154 | $19,293-94.0% | $15,900-92.7% | $13,392-91.4% |