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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 | $9,236 | $180,749-94.9% | $160,784-94.3% | $137,256-93.3% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 26.39% | 2234.46%-2208.1pp | 1803.92%-1777.5pp | 220.34%-193.9pp |
| Employer contribution / active EE | $766 | $4,155-81.6% | $3,733-79.5% | $4,156-81.6% |
| Participant deferral / active EE | $1,410 | $6,844-79.4% | $6,293-77.6% | $6,407-78.0% |
| Admin fee / account holder | $2,371 | $10,397-77.2% | $9,717-75.6% | $12,270-80.7% |