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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 | $7,158 | $111,535-93.6% | $105,223-93.2% | $137,256-94.8% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 35.25% | 237.85%-202.6pp | 180.65%-145.4pp | 220.34%-185.1pp |
| Employer contribution / active EE | $901 | $3,939-77.1% | $3,689-75.6% | $4,156-78.3% |
| Participant deferral / active EE | $1,656 | $5,500-69.9% | $5,072-67.3% | $6,407-74.2% |
| Admin fee / account holder | $1,081 | $9,721-88.9% | $8,859-87.8% | $12,270-91.2% |