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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 | $182,442-94.9% | $163,379-94.3% | $138,895-93.4% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.8%-14.3pp | 79.9%-17.4pp |
| Annual return | 26.39% | 72.74%-46.3pp | 63.41%-37.0pp | 145.39%-119.0pp |
| Employer contribution / active EE | $766 | $4,159-81.6% | $3,752-79.6% | $4,194-81.7% |
| Participant deferral / active EE | $1,410 | $6,817-79.3% | $6,282-77.5% | $6,396-77.9% |
| Admin fee / account holder | $2,371 | $10,396-77.2% | $9,818-75.9% | $12,562-81.1% |