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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 | $9,726 | $148,582-93.5% | $135,942-92.8% | $139,456-93.0% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 33.53% | 79.26%-45.7pp | 68.28%-34.8pp | 373.45%-339.9pp |
| Employer contribution / active EE | $1,587 | $5,245-69.7% | $4,858-67.3% | $4,753-66.6% |
| Participant deferral / active EE | $3,488 | $8,101-56.9% | $7,759-55.0% | $6,711-48.0% |
| Admin fee / account holder | $1,598 | $12,402-87.1% | $10,764-85.2% | $11,407-86.0% |