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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 | $12,994 | $154,228-91.6% | $145,433-91.1% | $137,256-90.5% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 80.0%-65.7pp |
| Annual return | 14.27% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,292 | $4,804-73.1% | $4,554-71.6% | $4,156-68.9% |
| Participant deferral / active EE | $2,721 | $8,216-66.9% | $7,897-65.5% | $6,407-57.5% |
| Admin fee / account holder | $7,982 | $14,344-44.4% | $13,129-39.2% | $12,270-35.0% |