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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 | $12,744 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 54.75% | 74.59%-19.8pp | 66.58%-11.8pp | 220.34%-165.6pp |
| Employer contribution / active EE | $1,745 | $4,804-63.7% | $4,554-61.7% | $4,156-58.0% |
| Participant deferral / active EE | $2,530 | $8,216-69.2% | $7,897-68.0% | $6,407-60.5% |
| Admin fee / account holder | $1,654 | $14,344-88.5% | $13,129-87.4% | $12,270-86.5% |