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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 | $6,600 | $211,224-96.9% | $178,505-96.3% | $145,897-95.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 26.51% | 30.28%-3.8pp | 27.16%-0.7pp | 552.29%-525.8pp |
| Employer contribution / active EE | $1,382 | $4,577-69.8% | $3,955-65.0% | $4,663-70.4% |
| Participant deferral / active EE | $1,737 | $6,966-75.1% | $6,280-72.3% | $6,689-74.0% |
| Admin fee / account holder | $1,024 | $12,109-91.5% | $10,428-90.2% | $13,390-92.4% |