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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 | $8,658 | $172,111-95.0% | $150,298-94.2% | $137,256-93.7% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 14.87% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,328 | $4,636-71.4% | $4,154-68.0% | $4,156-68.1% |
| Participant deferral / active EE | $1,786 | $6,166-71.0% | $5,453-67.2% | $6,407-72.1% |
| Admin fee / account holder | $3,011 | $16,471-81.7% | $14,116-78.7% | $12,270-75.5% |