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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 | $10,097 | $211,288-95.2% | $178,540-94.3% | $145,884-93.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.60% | 30.27%-13.7pp | 27.15%-10.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,223 | $4,574-73.3% | $3,953-69.1% | $4,662-73.8% |
| Participant deferral / active EE | $2,105 | $6,967-69.8% | $6,281-66.5% | $6,690-68.5% |
| Admin fee / account holder | $778 | $12,105-93.6% | $10,424-92.5% | $13,392-94.2% |