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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 | $6,417 | $211,224-97.0% | $178,505-96.4% | $145,897-95.6% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 24.94% | 30.28%-5.3pp | 27.16%-2.2pp | 552.29%-527.4pp |
| Employer contribution / active EE | $673 | $4,577-85.3% | $3,955-83.0% | $4,663-85.6% |
| Participant deferral / active EE | $2,118 | $6,966-69.6% | $6,280-66.3% | $6,689-68.3% |
| Admin fee / account holder | $525 | $12,109-95.7% | $10,428-95.0% | $13,390-96.1% |