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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 | $5,555 | $100,139-94.5% | $85,187-93.5% | $145,884-96.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 12.31% | 84.15%-71.8pp | 66.67%-54.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $824 | $3,238-74.6% | $2,732-69.8% | $4,662-82.3% |
| Participant deferral / active EE | $1,573 | $5,296-70.3% | $4,525-65.2% | $6,690-76.5% |
| Admin fee / account holder | $3,647 | $7,262-49.8% | $6,162-40.8% | $13,392-72.8% |