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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 | $5,076 | $100,147-94.9% | $81,286-93.8% | $145,877-96.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 17.06% | 34.44%-17.4pp | 24.80%-7.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $2,820 | $2,977-5.3% | $2,463+14.5% | $4,663-39.5% |
| Participant deferral / active EE | $4,875 | $4,607+5.8% | $3,883+25.5% | $6,691-27.1% |
| Admin fee / account holder | $3,303 | $8,201-59.7% | $5,764-42.7% | $13,402-75.4% |